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Security record · archived quarter

SPYX

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF · Financial Services · Asset Management - Global

63.00 +0.4% mkt cap $2.85B quote delayed (FMP) · as of Oct 20 16:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
51Tracked holders
0Δ holders
5.83MShares held
$327.74MReported value
+0New positions
−0Exits
Stable Conviction score 47/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 15.93K $1.01M n/a n/a
Q2 2026 54 +1 6.04M $369.03M +3 −3
Q1 2026 55 +4 5.96M $316.21M +5 −1
Q4 2025 51 0 5.83M $327.74M n/a n/a
Q3 2025 5 0 554.58K $30.42M +1 −1
Q2 2025 2 +1 29.73K $1.51M +1 n/a
Q4 2024 1 +1 88.90K $4.28M +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank of New York Mellon Corp 1.30M n/a $73.17M 0.0% n/c 1 SEC ↗ ×4
2 Bank Of America Corp /De/ 949.72K n/a $53.36M 0.0% n/c 1 SEC ↗ ×4
3 Pnc Financial Services Group, Inc. 522.21K n/a $29.34M 0.0% n/c 1 SEC ↗ ×4
4 LPL Financial LLC 482.00K n/a $27.08M 0.0% n/c 1 SEC ↗
5 Morgan Stanley ✦ 433.41K +4.5% $24.35M 0.0% ▲ Add 2 SEC ↗ ×2
6 Ameriprise Financial Inc 235.31K n/a $13.22M 0.0% n/c 1 SEC ↗
7 Mariner, LLC 231.04K n/a $12.98M 0.0% n/c 1 SEC ↗ ×2
8 Royal Bank Of Canada 219.01K n/a $12.31M 0.0% n/c 1 SEC ↗ ×3
9 Commonwealth Equity Services, Llc 175.66K n/a $9.87M 0.0% n/c 1 SEC ↗
10 Rockefeller Capital Management L.P. 161.93K n/a $9.10M 0.0% n/c 1 SEC ↗ ×3
11 Cerity Partners LLC 153.83K n/a $8.64M 0.0% n/c 1 SEC ↗
12 Sei Investments Co 121.87K n/a $6.85M 0.0% n/c 1 SEC ↗
13 UBS Group AG 113.19K n/a $6.36M 0.0% n/c 1 SEC ↗ ×3
14 Wells Fargo & Company/Mn 75.89K n/a $4.26M 0.0% n/c 1 SEC ↗ ×3
15 HighTower Advisors, LLC 48.56K n/a $2.73M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 46.10K n/a $2.59M 0.0% n/c 1 SEC ↗ ×2
17 Creative Planning 45.26K n/a $2.54M 0.0% n/c 1 SEC ↗
18 Susquehanna International Group, Llp 45.22K n/a $2.54M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 37.56K n/a $2.11M 0.0% n/c 1 SEC ↗ ×2
20 Envestnet Asset Management Inc 35.01K n/a $1.97M 0.0% n/c 1 SEC ↗
21 Fidelity (FMR) ✦ 34.45K +50.5% $1.94M 0.0% ▲ Add 3 SEC ↗ ×2
22 Goldman Sachs Group ✦ 29.16K -39.9% $1.64M 0.0% ▼ Trim 2 SEC ↗
23 AQR Capital Management ✦ 28.57K +120.3% $1.61M 0.0% ▲ Add 2 SEC ↗ ×2
24 Tidal Investments LLC 27.80K n/a $1.56M 0.0% n/c 1 SEC ↗
25 JPMorgan Chase ✦ 27.77K -50.0% $1.56M 0.0% ▼ Trim 2 SEC ↗ ×3
26 Mml Investors Services, Llc 26.79K n/a $1.51M 0.0% n/c 1 SEC ↗
27 Wealthfront Advisers LLC 25.63K n/a $1.44M 0.0% n/c 1 SEC ↗
28 Cetera Investment Advisers 21.32K n/a $1.20M 0.0% n/c 1 SEC ↗
29 Wealth Enhancement Advisory… 19.15K n/a $1.09M 0.0% n/c 1 SEC ↗
30 Truist Financial Corp 18.44K n/a $1.04M 0.0% n/c 1 SEC ↗
31 Jones Financial Companies Lllp 18.02K n/a $1.01M 0.0% n/c 1 SEC ↗
32 Corient Private Wealth LP 17.93K n/a $1.01M 0.0% n/c 1 SEC ↗ ×2
33 Cwm, Llc 16.05K n/a $902,000 0.0% n/c 1 SEC ↗
34 Stifel Financial Corp 12.95K n/a $727,399 0.0% n/c 1 SEC ↗ ×3
35 Cibc World Market Inc. 11.46K n/a $643,825 0.0% n/c 1 SEC ↗
36 Captrust Financial Advisors 8.55K n/a $480,687 0.0% n/c 1 SEC ↗
37 First Manhattan Co. Llc. 8.41K n/a $472,502 0.0% n/c 1 SEC ↗
38 Mercer Global Advisors Inc /Adv 7.64K n/a $429,123 0.0% n/c 1 SEC ↗
39 Us Bancorp \De\ 6.26K n/a $351,693 0.0% n/c 1 SEC ↗ ×2
40 Bank Of Montreal /Can/ 5.90K n/a $331,521 0.0% n/c 1 SEC ↗
41 Brown Advisory Inc 5.47K n/a $307,191 0.0% n/c 1 SEC ↗
42 Baird Financial Group, Inc. 4.40K n/a $247,236 0.0% n/c 1 SEC ↗
43 Lido Advisors, LLC 3.90K n/a $217,716 0.0% n/c 1 SEC ↗
44 Northwestern Mutual Wealth… 3.69K n/a $207,060 0.0% n/c 1 SEC ↗
45 Citigroup Inc 2.55K n/a $143,285 0.0% n/c 1 SEC ↗
46 National Bank Of Canada /Fi/ 1.59K n/a $89,081 0.0% n/c 1 SEC ↗
47 TD Waterhouse Canada Inc. 1.27K n/a $71,561 0.0% n/c 1 SEC ↗
48 Blair William & Co/Il 1.13K n/a $63,382 0.0% n/c 1 SEC ↗
49 Qube Research & Technologies Ltd 761 n/a $42,761 0.0% n/c 1 SEC ↗
50 UBS AM, a distinct business unit of… 300 n/a $16,857 0.0% n/c 1 SEC ↗
51 Assetmark, Inc 102 n/a $5,731 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 248 holders, 19.47M shares, $919.88M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API