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 234 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,764
shares
|
$263,530
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,648
shares
|
$258,226
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
5,629
shares
|
$257,357
0.11% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
5,557
shares
|
$254,066
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,467
shares
|
$249,951
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,459
shares
|
$249,585
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,454
shares
|
$249,356
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
5,450
shares
|
$249,174
0.0% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
5,449
shares
|
$249,128
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,419
shares
|
$247,756
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,391
shares
|
$246,476
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,150
shares
|
$235,458
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$232,257
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,983
shares
|
$227,822
0.0% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,795
shares
|
$219,227
0.03% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
4,692
shares
|
$214,518
0.14% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,680
shares
|
$213,969
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,647
shares
|
$212,460
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,644
shares
|
$212,323
0.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
4,619
shares
|
$211,180
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
4,610
shares
|
$210,769
0.12% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,573
shares
|
$209,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
4,550
shares
|
$208,026
0.04% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,540
shares
|
$207,568
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,510
shares
|
$206,197
0.09% of portfolio
|
Q1 2025
Reduced 41.24%
|