Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
218+ 6.96% |
$7.66K - $8.17K
|
3.35K
$166K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
212+ 0.42% |
$7.45K - $7.95K
|
50.3K
$2.49M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
190+ 6.18% |
$6.67K - $7.12K
|
3.26K
$161K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
155+ 0.44% |
$5.44K - $5.81K
|
35.3K
$1.75M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
135+ 1.81% |
$4.74K - $5.06K
|
7.58K
$375K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
134+ 0.72% |
$4.71K - $5.02K
|
18.6K
$922K
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120New |
$4.21K - $4.5K
|
120
$5.94K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
100+ 4.89% |
$3.51K - $3.75K
|
2.15K
$106K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
78New |
$2.74K - $2.92K
|
78
$3.86K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47+ 1.04% |
$1.65K - $1.76K
|
4.57K
$226K
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
44+ 1.54% |
$1.55K - $1.65K
|
2.89K
$143K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
22+ 1.33% |
$773 - $825
|
1.67K
$82.8K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.28% |
$702 - $750
|
7.07K
$350K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20New |
$702 - $750
|
20
$989
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.89% |
$316 - $337
|
1.02K
$50.4K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 1.56% |
$246 - $262
|
456
$22.6K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$211 - $225
|
6
$297
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 3.47% |
$176 - $187
|
149
$7.37K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$176 - $187
|
6.77K
$335K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 29.41% |
$176 - $187
|
22
$1.09K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
5+ 0.25% |
$176 - $187
|
2.01K
$99.3K
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5+ 0.24% |
$176 - $187
|
2.05K
$101K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.96% |
$105 - $112
|
314
$15.5K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.1% |
$70.2 - $75
|
2.06K
$102K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$35.1 - $37.5
|
1
$49.5
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.16% |
$35.1 - $37.5
|
636
$31.5K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2- 0.32% |
$70.2 - $75
|
622
$30.8K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8- 0.15% |
$281 - $300
|
5.22K
$258K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8Closed |
$281 - $300
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-34- 1.4% |
$1.19K - $1.27K
|
2.39K
$118K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44- 0.27% |
$1.55K - $1.65K
|
16.3K
$808K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 33.09% |
$1.58K - $1.69K
|
91
$4.5K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-49- 9.19% |
$1.72K - $1.84K
|
484
$23.9K
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-61- 0.28% |
$2.14K - $2.29K
|
21.8K
$1.08M
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-66- 4.34% |
$2.32K - $2.47K
|
1.45K
$71.9K
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-91- 2.78% |
$3.2K - $3.41K
|
3.18K
$157K
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-125- 1.93% |
$4.39K - $4.69K
|
6.35K
$314K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-135- 3.56% |
$4.74K - $5.06K
|
3.65K
$181K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-138- 1.26% |
$4.85K - $5.17K
|
10.8K
$536K
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-174- 0.24% |
$6.11K - $6.52K
|
71.5K
$3.54M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-243- 3.55% |
$8.53K - $9.11K
|
6.6K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-248- 7.03% |
$8.71K - $9.3K
|
3.28K
$162K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-263Closed |
$9.24K - $9.86K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 85.76% |
$9.31K - $9.93K
|
44
$2.18K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-305- 13.2% |
$10.7K - $11.4K
|
2.01K
$99.2K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-385- 3.65% |
$13.5K - $14.4K
|
10.2K
$502K
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-636- 5.71% |
$22.3K - $23.8K
|
10.5K
$520K
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-636- 7.18% |
$22.3K - $23.8K
|
8.23K
$407K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-650- 10.8% |
$22.8K - $24.4K
|
5.37K
$266K
|