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 234 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 $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,960
shares
|
$405,164
0.05% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,932
shares
|
$403,738
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
7,804
shares
|
$397,223
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
7,785
shares
|
$396,256
0.27% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,690
shares
|
$391,421
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,507
shares
|
$382,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
7,436
shares
|
$378,492
0.08% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,420
shares
|
$377,678
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$374,878
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
7,289
shares
|
$371,010
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
7,227
shares
|
$367,854
0.17% of portfolio
|
Q2 2025
Added 32.63%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,154
shares
|
$364,138
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,133
shares
|
$363,069
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,083
shares
|
$360,524
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,851
shares
|
$348,715
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
6,531
shares
|
$332,427
0.05% of portfolio
|
Q1 2025
Reduced 59.87%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
6,312
shares
|
$321,280
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
6,293
shares
|
$320,313
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$316,648
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,186
shares
|
$314,867
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,036
shares
|
$307,232
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,940
shares
|
$302,346
0.0% of portfolio
|
Q1 2025
Reduced 51.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,926
shares
|
$301,633
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,878
shares
|
$299,190
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,877
shares
|
$299,139
0.22% of portfolio
|
Q1 2025
Added 0.26%
|