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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
7,403
shares
|
$347,200
0.01% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$345,418
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
7,280
shares
|
$341,432
0.27% of portfolio
|
Q2 2024
Added 49.55%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2024 Q2 2024 |
7,231
shares
|
$339,133
0.14% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,663
shares
|
$312,494
0.09% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
6,528
shares
|
$306,163
0.0% of portfolio
|
Q2 2024
Added 29.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
6,354
shares
|
$298,002
0.01% of portfolio
|
Q1 2024
Reduced 42.61%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
6,286
shares
|
$294,813
0.09% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$291,764
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,011
shares
|
$281,915
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
5,888
shares
|
$276,147
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,852
shares
|
$274,458
0.46% of portfolio
|
Q4 2022
Reduced 5.52%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
5,846
shares
|
$274,177
0.21% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
5,802
shares
|
$272,113
0.11% of portfolio
|
Q2 2023
Reduced 25.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,769
shares
|
$270,566
0.0% of portfolio
|
Q2 2024
Reduced 56.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,733
shares
|
$268,877
0.01% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
5,671
shares
|
$265,969
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,648
shares
|
$264,891
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
5,643
shares
|
$264,656
0.17% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
5,595
shares
|
$262,405
0.03% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,508
shares
|
$258,325
0.0% of portfolio
|
Q3 2024
Reduced 32.39%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,493
shares
|
$257,621
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,454
shares
|
$255,792
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
5,449
shares
|
$255,558
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
5,428
shares
|
$254,573
0.01% of portfolio
|
Q2 2024
Reduced 9.06%
|