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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
13,348
shares
|
$635,898
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
13,273
shares
|
$632,325
0.07% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,064
shares
|
$622,368
0.02% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
13,001
shares
|
$619,367
0.1% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
12,664
shares
|
$603,312
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,226
shares
|
$582,446
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,003
shares
|
$571,822
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,962
shares
|
$569,869
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,250
shares
|
$535,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
11,120
shares
|
$529,756
0.03% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,890
shares
|
$518,799
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
10,100
shares
|
$481,164
0.06% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
9,789
shares
|
$466,347
0.08% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,686
shares
|
$461,441
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,610
shares
|
$457,820
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
9,385
shares
|
$447,101
0.04% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
9,039
shares
|
$430,617
0.08% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
8,925
shares
|
$425,187
0.08% of portfolio
|
Q2 2024
Added 36.78%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,654
shares
|
$412,276
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
8,448
shares
|
$402,462
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,245
shares
|
$392,791
0.11% of portfolio
|
Q4 2024
Reduced 20.03%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
8,084
shares
|
$385,121
0.1% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
8,079
shares
|
$384,883
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,000
shares
|
$381,120
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,960
shares
|
$379,214
0.05% of portfolio
|
Q1 2025
Reduced 9.91%
|