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 $907 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,413
shares
|
$368,203
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,410
shares
|
$368,054
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$365,819
0.01% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,342
shares
|
$364,677
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
7,280
shares
|
$361,597
0.27% of portfolio
|
Q2 2024
Added 49.55%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
7,250
shares
|
$360,107
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,133
shares
|
$354,296
0.0% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,067
shares
|
$351,017
0.0% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,828
shares
|
$339,146
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,663
shares
|
$330,951
0.09% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,345
shares
|
$315,156
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
6,295
shares
|
$312,672
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,263
shares
|
$311,083
0.0% of portfolio
|
Q3 2024
Reduced 49.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,221
shares
|
$308,997
0.01% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,138
shares
|
$304,874
0.01% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,011
shares
|
$298,566
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
5,888
shares
|
$292,456
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,852
shares
|
$290,668
0.46% of portfolio
|
Q4 2022
Reduced 5.52%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
5,846
shares
|
$290,370
0.21% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
5,802
shares
|
$288,185
0.11% of portfolio
|
Q2 2023
Reduced 25.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,711
shares
|
$283,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,648
shares
|
$280,536
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
5,643
shares
|
$280,287
0.17% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,595
shares
|
$277,903
0.03% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,573
shares
|
$276,810
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|