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 259 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 $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
23,393
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
22,782
shares
|
$1.26 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
22,520
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
21,763
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,261
shares
|
$1.18 Million
0.44% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,576
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
19,931
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,908
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
19,811
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
19,753
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
19,115
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
19,102
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,490
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,481
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Reduced 45.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,048
shares
|
$998,415
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,736
shares
|
$981,155
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
17,388
shares
|
$961,904
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
16,968
shares
|
$938,669
0.03% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,352
shares
|
$904,592
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
16,200
shares
|
$896,184
0.09% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,786
shares
|
$873,281
0.03% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
15,686
shares
|
$867,749
0.46% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
15,526
shares
|
$858,898
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
15,355
shares
|
$849,438
0.21% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
15,354
shares
|
$849,383
0.49% of portfolio
|
Q3 2025
Reduced 4.63%
|
|