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 259 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,133
shares
|
$505,237
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
8,925
shares
|
$493,731
0.08% of portfolio
|
Q2 2024
Added 36.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,654
shares
|
$478,739
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,611
shares
|
$476,360
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
8,490
shares
|
$469,666
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,482
shares
|
$469,224
0.0% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,389
shares
|
$464,079
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
8,090
shares
|
$447,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,079
shares
|
$446,930
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$442,560
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,932
shares
|
$438,798
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
7,785
shares
|
$430,666
0.25% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,739
shares
|
$428,121
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
7,690
shares
|
$425,410
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
7,436
shares
|
$411,359
0.32% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,429
shares
|
$410,972
0.01% of portfolio
|
Q3 2025
Added 207.36%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$407,431
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
7,318
shares
|
$404,831
0.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,266
shares
|
$401,955
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
7,163
shares
|
$396,257
0.17% of portfolio
|
Q3 2025
Added 38.87%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
7,154
shares
|
$395,759
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
7,011
shares
|
$387,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,993
shares
|
$386,852
0.01% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,227
shares
|
$344,477
0.15% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$344,145
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|