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 231 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 $975 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
21,332
shares
|
$991,084
0.25% of portfolio
|
Q1 2023
Added 155.26%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,063
shares
|
$932,126
0.18% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
19,904
shares
|
$924,739
0.18% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
19,603
shares
|
$910,755
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
18,560
shares
|
$862,297
0.31% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,481
shares
|
$858,627
0.01% of portfolio
|
Q2 2023
Reduced 45.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,048
shares
|
$838,510
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
17,508
shares
|
$813,421
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
16,885
shares
|
$784,477
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,723
shares
|
$776,950
0.01% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,440
shares
|
$763,802
0.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,352
shares
|
$759,713
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
16,275
shares
|
$756,136
0.12% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
16,151
shares
|
$750,375
0.09% of portfolio
|
Q4 2024
Added 116.88%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
16,100
shares
|
$748,006
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
15,652
shares
|
$727,191
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,508
shares
|
$720,501
0.55% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
15,322
shares
|
$711,860
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,945
shares
|
$694,344
0.0% of portfolio
|
Q4 2024
Added 43.98%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
14,723
shares
|
$684,030
0.12% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
14,166
shares
|
$658,152
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
14,054
shares
|
$652,948
0.08% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
13,238
shares
|
$615,037
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
12,657
shares
|
$588,044
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,446
shares
|
$578,241
0.0% of portfolio
|
Q4 2024
Added 76.11%
|