Ae Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,921 shares of SPYX stock, worth $96,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,921

Holding current value

$96,434

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.53 - $49.91 $89,384 - $95,877	1,921 New	1,921 $92,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

17M

Call Options Held

Put Options Held

Choate Investment Advisors Boston, MA

2.6M
Shares

$131 Million
3.04% of portfolio
Betterment LLC New York, NY

1.93M
Shares

$97 Million
0.22% of portfolio
Windmill Hill Asset Management LTD

1.28M
Shares

$64.4 Million
68.18% of portfolio
Lake Street Advisors Group, LLC

874K
Shares

$43.9 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

670K
Shares

$33.6 Million
0.0% of portfolio

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About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History