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 |
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
8,293
shares
|
$379,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,245
shares
|
$376,961
0.11% of portfolio
|
Q4 2024
Reduced 20.03%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
8,084
shares
|
$369,600
0.1% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
8,079
shares
|
$369,371
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,960
shares
|
$363,931
0.05% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
7,932
shares
|
$362,651
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
7,804
shares
|
$356,798
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
7,785
shares
|
$355,930
0.27% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,763
shares
|
$354,924
0.0% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,690
shares
|
$351,586
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
7,436
shares
|
$339,973
0.08% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,414
shares
|
$338,968
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$336,727
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
7,289
shares
|
$333,253
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,154
shares
|
$327,080
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,125
shares
|
$325,755
0.0% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,083
shares
|
$323,834
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
6,303
shares
|
$288,173
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
6,293
shares
|
$287,715
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$284,424
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,186
shares
|
$282,823
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,926
shares
|
$270,936
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,878
shares
|
$268,742
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,877
shares
|
$268,696
0.22% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,852
shares
|
$267,553
0.46% of portfolio
|
Q4 2022
Reduced 5.52%
|