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 214 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $843 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
118,325
shares
|
$5.55 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
115,369
shares
|
$5.41 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
111,153
shares
|
$5.21 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
|
$4.78 Million
0.38% of portfolio
|
Q3 2022
Reduced 18.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
88,720
shares
|
$4.16 Million
0.14% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
88,119
shares
|
$4.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.74%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
79,532
shares
|
$3.73 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
78,736
shares
|
$3.69 Million
0.02% of portfolio
|
Q1 2024
Added 8.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
75,627
shares
|
$3.55 Million
0.06% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
72,959
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
72,738
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.37%
|
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
72,600
shares
|
$3.4 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
70,495
shares
|
$3.31 Million
0.95% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
60,454
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
59,875
shares
|
$2.81 Million
0.78% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
54,203
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
51,506
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
49,852
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
49,173
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
49,027
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
45,586
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Added 7.1%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
45,550
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
42,360
shares
|
$1.99 Million
1.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
38,710
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
38,138
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 45.31%
|