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 223 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,466
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 64.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
36,155
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
34,853
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
34,232
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
33,191
shares
|
$1.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
31,400
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
31,362
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
29,900
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
29,676
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29,383
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2023
Added 71.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
28,048
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
27,554
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,223
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
25,883
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
25,172
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
24,565
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2024
Added 3.34%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
24,301
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2024
Added 9.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,956
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
23,618
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
23,268
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
22,254
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
22,166
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
21,332
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2023
Added 155.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
20,345
shares
|
$984,087
0.18% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
20,179
shares
|
$976,058
0.19% of portfolio
|
Q3 2024
Reduced 3.17%
|