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 224 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $881 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
115,369
shares
|
$5.57 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
111,153
shares
|
$5.36 Million
0.47% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
109,066
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
101,898
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
101,892
shares
|
$4.92 Million
0.38% of portfolio
|
Q3 2022
Reduced 18.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
87,549
shares
|
$4.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
79,532
shares
|
$3.84 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,452
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
78,736
shares
|
$3.8 Million
0.02% of portfolio
|
Q1 2024
Added 8.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
72,959
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
72,899
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
72,412
shares
|
$3.49 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
70,495
shares
|
$3.4 Million
0.95% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
64,649
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
59,875
shares
|
$2.89 Million
0.78% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
55,108
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
54,702
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
51,046
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
49,173
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
49,027
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
46,325
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,490
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
42,360
shares
|
$2.04 Million
1.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,676
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
38,090
shares
|
$1.84 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.95%
|