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 |
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,878
shares
|
$305,949
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,852
shares
|
$304,596
0.46% of portfolio
|
Q4 2022
Reduced 5.52%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,648
shares
|
$293,978
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
5,629
shares
|
$292,989
0.11% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
5,557
shares
|
$289,241
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,467
shares
|
$284,557
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,465
shares
|
$284,453
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,459
shares
|
$284,140
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,454
shares
|
$283,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,419
shares
|
$282,058
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,419
shares
|
$282,058
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,331
shares
|
$277,478
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$264,414
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
4,942
shares
|
$257,231
0.14% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 07, 2025 Q1 2025 |
4,795
shares
|
$249,579
0.02% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,758
shares
|
$247,653
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,734
shares
|
$246,404
0.0% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,680
shares
|
$243,594
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,647
shares
|
$241,876
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,646
shares
|
$241,824
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
4,619
shares
|
$240,418
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
4,610
shares
|
$239,950
0.12% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
4,550
shares
|
$236,827
0.04% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,540
shares
|
$236,307
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,510
shares
|
$234,745
0.12% of portfolio
|
Q1 2025
Reduced 41.24%
|