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 |
|---|---|---|---|---|---|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
22,206
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
21,014
shares
|
$1 Million
0.18% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,549
shares
|
$978,954
0.01% of portfolio
|
Q1 2025
Added 148.3%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
20,336
shares
|
$968,807
0.23% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
20,229
shares
|
$963,709
0.04% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
20,034
shares
|
$954,419
0.17% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,481
shares
|
$880,434
0.0% of portfolio
|
Q2 2023
Reduced 45.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,317
shares
|
$872,621
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,048
shares
|
$859,806
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,544
shares
|
$835,796
0.0% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,881
shares
|
$804,210
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
16,735
shares
|
$797,255
0.0% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
16,731
shares
|
$797,064
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,352
shares
|
$779,009
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
16,151
shares
|
$769,433
0.08% of portfolio
|
Q4 2024
Added 116.88%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
16,100
shares
|
$767,004
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
15,880
shares
|
$756,523
0.24% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
15,603
shares
|
$743,326
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
15,589
shares
|
$742,659
0.51% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
15,124
shares
|
$720,507
0.02% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,942
shares
|
$711,836
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
14,387
shares
|
$685,396
0.02% of portfolio
|
Q1 2025
Added 67.68%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,150
shares
|
$674,106
0.04% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
13,377
shares
|
$637,280
0.34% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
13,366
shares
|
$636,756
0.05% of portfolio
|
Q1 2025
Added 22.74%
|