Security record · archived quarter
SPYX
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF · Financial Services · Asset Management - Global
55Tracked holders
+4Δ holders
5.96MShares held
$316.21MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.8% ·
share flow +2.3% ·
net new positions +7.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.30M | -0.4% | $68.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.01M | +6.5% | $53.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Pnc Financial Services Group, Inc. | 512.61K | -1.8% | $27.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | LPL Financial LLC | 485.75K | +0.8% | $25.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 436.29K | +0.7% | $23.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Royal Bank Of Canada | 266.75K | +21.8% | $14.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Mariner, LLC | 252.21K | +9.2% | $13.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 238.04K | +1.2% | $12.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 160.39K | -0.9% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 156.28K | -11.0% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 154.95K | +0.7% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Sei Investments Co | 123.13K | +1.0% | $6.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 107.24K | -5.2% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 77.05K | +1.5% | $4.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 49.21K | +1.3% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 45.44K | -1.4% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Raymond James Financial Inc | 45.11K | +20.1% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Creative Planning | 41.22K | -8.9% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 34.69K | +0.7% | $1.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | IMC-Chicago, LLC | 33.02K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 32.95K | +13.0% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 32.94K | -5.9% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 28.57K | 0.0% | $1.52M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 28.02K | +0.9% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Wealthfront Advisers LLC | 26.57K | +3.7% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 26.35K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 24.20K | +34.3% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 22.37K | -16.5% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 20.45K | +58.0% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Cetera Investment Advisers | 19.16K | -10.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 18.75K | -58.5% | $994,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 16.17K | +338.9% | $857,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 15.93K | -13.6% | $844,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 14.95K | -21.9% | $800,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 12.16K | -32.2% | $644,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cibc World Market Inc. | 10.61K | -7.4% | $562,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 10.32K | -35.7% | $547,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 9.55K | +11.7% | $506,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.87K | +16.1% | $470,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | First Manhattan Co. Llc. | 7.91K | -6.0% | $419,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 6.26K | 0.0% | $331,915 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 5.93K | New | $314,415 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 5.90K | 0.0% | $312,877 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 5.90K | New | $312,877 | 0.0% | New | 1 | SEC ↗ |
| 45 | Brown Advisory Inc | 5.47K | 0.0% | $289,915 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 4.76K | New | $252,476 | 0.0% | New | 1 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 4.18K | -5.0% | $221,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Lido Advisors, LLC | 3.91K | +0.2% | $207,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Citigroup Inc | 2.55K | 0.0% | $135,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Blair William & Co/Il | 2.41K | +113.5% | $127,696 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 1.28K | +0.5% | $68,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 453 | -71.4% | $23,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 389 | +29.7% | $20,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 161 | -78.8% | $8,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 101 | -1.0% | $5,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $1.75M | 0.0% |
| Citadel Advisors | $1.40M | 0.0% |
| Fifth Third Bancorp | $314,415 | 0.0% |
| Two Sigma Investments | $312,877 | 0.0% |
| Jane Street Group, Llc | $252,476 | 0.0% |
Exited
| Tidal Investments LLC | $1.56M | was 0.0% |
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: Q1 2026 ·
Methodology ·
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