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 232 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
36,098
shares
|
$1.72 Million
0.37% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,072
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
32,360
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
32,248
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
31,224
shares
|
$1.49 Million
0.71% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
31,200
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
30,696
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
29,954
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 34.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29,383
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2023
Added 71.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
29,160
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,791
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
27,645
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,288
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
26,677
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
26,511
shares
|
$1.26 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
26,200
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
26,065
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.3%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,239
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
24,546
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
24,306
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
24,301
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2024
Added 9.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
23,956
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,689
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
23,050
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
22,380
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.75%
|