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 251 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
531
shares
|
$27,845
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
483
shares
|
$25,328
0.0% of portfolio
|
Q2 2022
Added 4.32%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
471
shares
|
$24,699
0.0% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
385
shares
|
$20,189
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
356
shares
|
$18,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
327
shares
|
$17,147
0.0% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
325
shares
|
$17,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
321
shares
|
$16,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
309
shares
|
$16,203
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
308
shares
|
$16,151
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$15,732
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
262
shares
|
$13,739
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
219
shares
|
$11,484
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
202
shares
|
$10,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
143
shares
|
$7,498
0.0% of portfolio
|
Q1 2022
Reduced 18.18%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
138
shares
|
$7,236
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
130
shares
|
$6,817
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
109
shares
|
$5,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$5,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
80
shares
|
$4,195
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
38
shares
|
$1,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
34
shares
|
$1,782
0.0% of portfolio
|
Q3 2023
Added 3.03%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
29
shares
|
$1,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
12
shares
|
$629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2025
New holding
|