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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,762
shares
|
$263,433
0.0% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
4,734
shares
|
$261,884
0.0% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,680
shares
|
$258,897
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,649
shares
|
$257,182
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,647
shares
|
$257,072
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,550
shares
|
$251,706
0.04% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,540
shares
|
$251,152
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,500
shares
|
$248,940
0.01% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,390
shares
|
$242,854
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,374
shares
|
$241,969
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,336
shares
|
$239,867
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
4,312
shares
|
$238,539
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
4,280
shares
|
$236,769
0.12% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,257
shares
|
$235,497
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,108
shares
|
$227,254
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,077
shares
|
$225,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
4,008
shares
|
$221,722
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,993
shares
|
$220,892
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,976
shares
|
$219,952
0.0% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,953
shares
|
$218,679
0.02% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
3,930
shares
|
$217,407
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,828
shares
|
$211,764
0.03% of portfolio
|
Q3 2025
Reduced 28.19%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
3,411
shares
|
$188,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$165,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,873
shares
|
$158,934
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|