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 234 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
124,227
shares
|
$5.68 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
115,199
shares
|
$5.27 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
112,747
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
111,153
shares
|
$5.08 Million
0.47% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,411
shares
|
$4.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
101,892
shares
|
$4.66 Million
0.38% of portfolio
|
Q3 2022
Reduced 18.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,098
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
90,529
shares
|
$4.14 Million
0.13% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
88,900
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
77,329
shares
|
$3.54 Million
0.07% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
72,959
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
69,634
shares
|
$3.18 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
68,365
shares
|
$3.13 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
67,601
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
58,237
shares
|
$2.66 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
57,346
shares
|
$2.62 Million
0.52% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
56,314
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
51,046
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
49,033
shares
|
$2.24 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
48,356
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
46,825
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,676
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,891
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,304
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
36,909
shares
|
$1.69 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.29%
|