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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,493
shares
|
$265,696
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,454
shares
|
$263,809
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
5,449
shares
|
$263,568
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,412
shares
|
$261,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,351
shares
|
$258,827
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,150
shares
|
$249,105
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$245,719
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,863
shares
|
$235,223
0.0% of portfolio
|
Q2 2024
Added 308.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
4,860
shares
|
$235,078
0.13% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
4,750
shares
|
$229,757
0.04% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,734
shares
|
$228,983
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,680
shares
|
$226,371
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,676
shares
|
$226,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,647
shares
|
$224,775
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,619
shares
|
$223,421
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,540
shares
|
$219,599
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,515
shares
|
$218,390
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,455
shares
|
$215,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,983
shares
|
$192,657
0.0% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,707
shares
|
$179,307
0.07% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
3,461
shares
|
$167,408
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,332
shares
|
$161,168
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,009
shares
|
$145,545
0.06% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$123,343
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,544
shares
|
$123,053
0.01% of portfolio
|
Q1 2023
Added 200.0%
|