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 |
---|---|---|---|---|---|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
5,629
shares
|
$268,165
0.11% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
5,557
shares
|
$264,735
0.27% of portfolio
|
Q4 2024
New holding
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,542
shares
|
$264,020
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,467
shares
|
$260,447
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,459
shares
|
$260,066
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,454
shares
|
$259,828
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
5,450
shares
|
$259,638
0.0% of portfolio
|
Q1 2025
Added 15.12%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
5,449
shares
|
$259,590
0.14% of portfolio
|
Q4 2023
New holding
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,419
shares
|
$258,161
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,080
shares
|
$242,011
0.04% of portfolio
|
Q3 2022
Reduced 10.48%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,795
shares
|
$228,433
0.02% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,758
shares
|
$226,671
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
4,692
shares
|
$223,526
0.14% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,680
shares
|
$222,955
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,647
shares
|
$221,383
0.01% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,644
shares
|
$221,240
0.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
4,619
shares
|
$220,049
0.01% of portfolio
|
Q2 2024
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
4,610
shares
|
$219,620
0.12% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,573
shares
|
$217,857
0.02% of portfolio
|
Q4 2024
New holding
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
4,550
shares
|
$216,762
0.04% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,540
shares
|
$216,285
0.05% of portfolio
|
Q3 2024
New holding
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,510
shares
|
$214,856
0.09% of portfolio
|
Q1 2025
Reduced 41.24%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,455
shares
|
$212,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
4,447
shares
|
$211,855
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,532
shares
|
$168,264
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|