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 251 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 $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,295
shares
|
$434,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
8,204
shares
|
$430,217
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,090
shares
|
$424,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,079
shares
|
$423,662
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$419,520
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,932
shares
|
$415,954
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
7,804
shares
|
$409,241
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
7,785
shares
|
$408,245
0.24% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
7,779
shares
|
$407,930
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,690
shares
|
$403,263
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
7,448
shares
|
$390,573
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,420
shares
|
$389,104
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$386,220
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
7,308
shares
|
$383,231
0.14% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,266
shares
|
$381,029
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
7,227
shares
|
$378,983
0.17% of portfolio
|
Q2 2025
Added 32.63%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,154
shares
|
$375,155
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
7,098
shares
|
$372,219
0.33% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,020
shares
|
$368,128
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,619
shares
|
$347,100
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
6,312
shares
|
$331,001
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,293
shares
|
$330,004
0.07% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$326,229
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
6,186
shares
|
$324,393
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,135
shares
|
$321,719
0.09% of portfolio
|
Q2 2025
Reduced 25.59%
|