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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
5,412
shares
|
$253,822
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
5,169
shares
|
$242,426
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,150
shares
|
$241,535
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$238,252
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Jul 26, 2024 Q2 2024 |
5,001
shares
|
$234,546
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,863
shares
|
$228,074
0.0% of portfolio
|
Q2 2024
Added 308.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
4,860
shares
|
$227,934
0.13% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
4,750
shares
|
$222,775
0.04% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,734
shares
|
$222,024
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
4,733
shares
|
$221,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,680
shares
|
$219,492
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
4,647
shares
|
$217,944
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,619
shares
|
$216,631
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,540
shares
|
$212,926
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
4,511
shares
|
$211,565
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,417
shares
|
$207,157
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
3,840
shares
|
$180,096
0.08% of portfolio
|
Q2 2024
Reduced 47.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
3,331
shares
|
$156,223
0.06% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,009
shares
|
$141,122
0.06% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,550
shares
|
$119,595
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,544
shares
|
$119,313
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,490
shares
|
$116,781
0.01% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,310
shares
|
$108,339
0.02% of portfolio
|
Q4 2023
Added 69.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,920
shares
|
$90,048
0.01% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,809
shares
|
$84,842
0.0% of portfolio
|
Q1 2023
New holding
|