Purchases and Sales Made in Q2 2024 in 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) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 FOSSIL FUEL RESER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-309- 3.26% |
$12.5K - $13.9K
|
9.18K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-314- 5.19% |
$12.7K - $14.1K
|
5.73K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-401- 0.35% |
$16.2K - $18K
|
115K
$5.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-417- 8.63% |
$16.9K - $18.7K
|
4.42K
$219K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-430- 0.86% |
$17.4K - $19.3K
|
49.9K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-529- 0.21% |
$21.4K - $23.8K
|
254K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-541- 9.06% |
$21.9K - $24.3K
|
5.43K
$269K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-574- 0.7% |
$23.2K - $25.8K
|
81.2K
$4.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-590- 5.21% |
$23.9K - $26.5K
|
10.7K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-625- 3.77% |
$25.3K - $28.1K
|
15.9K
$789K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-675- 6.51% |
$27.3K - $30.3K
|
9.7K
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-676- 3.51% |
$27.4K - $30.4K
|
18.6K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-768- 80.5% |
$31.1K - $34.5K
|
186
$9.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-792- 2.28% |
$32.1K - $35.6K
|
33.9K
$1.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-896- 9.91% |
$36.3K - $40.3K
|
8.15K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.02K- 2.69% |
$41.2K - $45.7K
|
36.9K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 6.63% |
$42.4K - $47.1K
|
14.8K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 0.35% |
$47.3K - $52.5K
|
335K
$16.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 72.84% |
$51.1K - $56.8K
|
471
$23.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.69K- 0.63% |
$68.3K - $75.9K
|
267K
$13.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 5.36% |
$71.4K - $79.3K
|
31.2K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.85K- 8.59% |
$74.9K - $83.2K
|
19.7K
$974K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.02K- 2.71% |
$81.8K - $90.9K
|
72.6K
$3.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.22K- 14.03% |
$89.9K - $99.8K
|
13.6K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 1.8% |
$92.8K - $103K
|
125K
$6.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 4.83% |
$98.1K - $109K
|
47.8K
$2.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.34K- 21.9% |
$135K - $150K
|
11.9K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.48K- 47.52% |
$141K - $156K
|
3.84K
$190K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.8K- 2.06% |
$154K - $171K
|
181K
$8.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.94K- 6.17% |
$159K - $177K
|
59.9K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.32K- 5.79% |
$175K - $194K
|
70.4K
$3.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.35K- 15.75% |
$176K - $196K
|
23.3K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.96K- 74.09% |
$201K - $223K
|
1.73K
$85.8K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-5.33K- 41.7% |
$216K - $239K
|
7.45K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.84K- 14.84% |
$236K - $263K
|
33.5K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.55K- 56.7% |
$306K - $340K
|
5.77K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.7K- 1.96% |
$311K - $346K
|
385K
$19M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.72K- 12.61% |
$353K - $392K
|
60.5K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.2K- 9.14% |
$575K - $638K
|
141K
$6.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.2K- 12.07% |
$657K - $730K
|
118K
$5.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.6K- 45.31% |
$1.28M - $1.42M
|
38.1K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41K- 31.74% |
$1.66M - $1.84M
|
88.1K
$4.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-68.2K- 2.48% |
$2.76M - $3.07M
|
2.68M
$133M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-81.9K- 28.37% |
$3.31M - $3.68M
|
207K
$10.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-98K- 16.63% |
$3.97M - $4.4M
|
491K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-106K- 59.37% |
$4.3M - $4.78M
|
72.7K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-156K- 7.36% |
$6.3M - $7M
|
1.96M
$97M
|
|
|
Jul 17, 2024
Q2 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-897K- 18.45% |
$36.3M - $40.3M
|
3.96M
$196M
|