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 |
|---|---|---|---|---|---|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
5,892
shares
|
$308,976
0.23% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,878
shares
|
$308,242
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,852
shares
|
$306,878
0.46% of portfolio
|
Q4 2022
Reduced 5.52%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
5,777
shares
|
$302,945
0.11% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,770
shares
|
$302,578
0.0% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,648
shares
|
$296,181
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,558
shares
|
$291,461
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,467
shares
|
$286,689
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,465
shares
|
$286,584
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,459
shares
|
$286,269
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,454
shares
|
$286,007
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,419
shares
|
$284,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,419
shares
|
$284,172
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,331
shares
|
$279,557
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
5,331
shares
|
$279,557
0.05% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,298
shares
|
$277,827
0.01% of portfolio
|
Q2 2025
Reduced 66.04%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
5,158
shares
|
$270,485
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$266,395
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
4,942
shares
|
$259,158
0.14% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,835
shares
|
$253,547
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,734
shares
|
$248,250
0.0% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,680
shares
|
$245,419
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,647
shares
|
$243,688
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,646
shares
|
$243,636
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$242,639
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|