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 248 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
115,199
shares
|
$6 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
112,747
shares
|
$5.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
111,153
shares
|
$5.79 Million
0.47% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
101,892
shares
|
$5.3 Million
0.38% of portfolio
|
Q3 2022
Reduced 18.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
100,568
shares
|
$5.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
91,403
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
91,072
shares
|
$4.74 Million
0.13% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
85,108
shares
|
$4.43 Million
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
73,028
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
72,959
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
72,819
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
72,472
shares
|
$3.77 Million
1.64% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
68,365
shares
|
$3.56 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
57,346
shares
|
$2.98 Million
0.52% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
55,833
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
50,056
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
48,732
shares
|
$2.54 Million
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
47,625
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
47,075
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
42,335
shares
|
$2.2 Million
0.44% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,891
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,304
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,365
shares
|
$1.94 Million
0.82% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
36,909
shares
|
$1.92 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
36,672
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
New holding
|