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 234 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
13,377
shares
|
$611,596
0.34% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
13,348
shares
|
$610,270
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
13,273
shares
|
$606,841
0.07% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,064
shares
|
$597,286
0.02% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
13,001
shares
|
$594,405
0.1% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
12,657
shares
|
$578,678
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,446
shares
|
$569,031
0.0% of portfolio
|
Q4 2024
Added 76.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,360
shares
|
$565,099
0.0% of portfolio
|
Q4 2024
Added 97.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,226
shares
|
$558,972
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,975
shares
|
$547,497
0.0% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,962
shares
|
$546,902
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,250
shares
|
$514,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
11,120
shares
|
$508,406
0.03% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,890
shares
|
$497,890
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
10,890
shares
|
$497,890
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
10,100
shares
|
$461,772
0.06% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,610
shares
|
$439,369
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,426
shares
|
$430,956
0.01% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
9,385
shares
|
$429,082
0.04% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
9,039
shares
|
$413,263
0.08% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,925
shares
|
$408,051
0.08% of portfolio
|
Q2 2024
Added 36.78%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
8,700
shares
|
$397,764
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,654
shares
|
$395,660
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
8,548
shares
|
$390,814
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
8,448
shares
|
$386,242
0.11% of portfolio
|
Q1 2025
Added 0.26%
|