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 |
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
13,366
shares
|
$695,700
0.05% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jul 25, 2025 Q2 2025 |
13,348
shares
|
$694,763
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
13,307
shares
|
$692,629
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
12,705
shares
|
$661,295
0.1% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
12,664
shares
|
$659,161
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,226
shares
|
$636,363
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,003
shares
|
$624,756
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
11,920
shares
|
$620,436
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
11,579
shares
|
$602,686
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
11,537
shares
|
$600,500
0.28% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
11,371
shares
|
$591,860
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,890
shares
|
$566,824
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
10,500
shares
|
$546,525
0.07% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
10,329
shares
|
$537,624
0.08% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,686
shares
|
$504,156
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,610
shares
|
$500,200
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
9,385
shares
|
$488,489
0.04% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
8,925
shares
|
$464,546
0.08% of portfolio
|
Q2 2024
Added 36.78%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
8,747
shares
|
$455,281
0.08% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,654
shares
|
$450,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
8,448
shares
|
$439,718
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,396
shares
|
$437,011
0.01% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,295
shares
|
$431,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
8,204
shares
|
$427,018
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,079
shares
|
$420,511
0.07% of portfolio
|
Q1 2025
Added 0.3%
|