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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
19,938
shares
|
$962,008
0.31% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,328
shares
|
$932,576
0.04% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,481
shares
|
$891,708
0.0% of portfolio
|
Q2 2023
Reduced 45.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,234
shares
|
$879,790
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,048
shares
|
$870,816
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
17,865
shares
|
$861,986
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
17,225
shares
|
$831,106
0.67% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,919
shares
|
$816,341
0.0% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
16,506
shares
|
$796,414
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,352
shares
|
$788,984
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
16,275
shares
|
$785,268
0.12% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
16,100
shares
|
$776,825
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,937
shares
|
$768,960
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
15,840
shares
|
$764,280
0.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,511
shares
|
$748,405
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
15,485
shares
|
$747,151
0.6% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,225
shares
|
$734,606
0.0% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
14,161
shares
|
$683,268
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,153
shares
|
$682,882
0.0% of portfolio
|
Q3 2024
Reduced 40.5%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,513
shares
|
$652,002
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,942
shares
|
$576,201
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
11,784
shares
|
$568,578
0.06% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$557,287
0.03% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
11,250
shares
|
$542,812
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
11,151
shares
|
$538,035
0.05% of portfolio
|
Q1 2024
Added 18.82%
|