Institutional Ownership Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information about the institutional ownership of Spdr S&P 500 Fossil Fuel Reser (SPYX). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $813 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
19,938
shares
|
$985,535
0.31% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,328
shares
|
$955,383
0.04% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,481
shares
|
$913,515
0.0% of portfolio
|
Q2 2023
Reduced 45.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,234
shares
|
$901,306
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,048
shares
|
$892,112
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
16,919
shares
|
$836,306
0.0% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
16,885
shares
|
$834,625
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,352
shares
|
$808,279
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
16,275
shares
|
$804,473
0.12% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
16,151
shares
|
$798,343
0.09% of portfolio
|
Q4 2024
Added 116.88%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
16,100
shares
|
$795,823
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,937
shares
|
$787,765
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
15,840
shares
|
$782,971
0.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,511
shares
|
$766,708
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,508
shares
|
$766,560
0.55% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,225
shares
|
$752,571
0.0% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
14,723
shares
|
$727,757
0.12% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
14,161
shares
|
$699,978
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,153
shares
|
$699,582
0.0% of portfolio
|
Q3 2024
Reduced 40.5%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
14,054
shares
|
$694,689
0.08% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,513
shares
|
$667,947
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,975
shares
|
$591,924
0.0% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,942
shares
|
$590,293
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
11,550
shares
|
$570,916
0.03% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,250
shares
|
$556,087
0.01% of portfolio
|
Q3 2024
New holding
|