Institute For Wealth Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 138,175 shares of SPYX stock, worth $6.92 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
138,175
Previous 130,649 5.76%
Holding current value
$6.92 Million
Previous $6.17 Million 7.78%
% of portfolio
0.84%
Previous 0.79%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$46.53 - $49.91 $350,184 - $375,622
7,526 Added 5.76%
138,175 $6.65 Million
Q3 2024

Nov 12, 2024
BUY
$42.38 - $47.25 $298,482 - $332,781
7,043 Added 5.7%
130,649 $6.17 Million
Q2 2024

Jul 25, 2024
BUY
$40.47 - $44.95 $226,024 - $251,045
5,585 Added 4.73%
123,606 $5.51 Million
Q1 2024

Apr 30, 2024
BUY
$38.19 - $42.8 $60,149 - $67,410
1,575 Added 1.35%
118,021 $5.05 Million
Q4 2023

Jan 31, 2024
SELL
$33.41 - $38.98 $23,520 - $27,441
-704 Reduced 0.6%
116,446 $4.52 Million
Q3 2023

Oct 13, 2023
BUY
$34.55 - $37.33 $373,727 - $403,798
10,817 Added 10.17%
117,150 $4.07 Million
Q2 2023

Jul 25, 2023
BUY
$32.81 - $36.17 $97,609 - $107,605
2,975 Added 2.88%
106,333 $3.85 Million
Q1 2023

Apr 20, 2023
BUY
$31.18 - $96.11 $2.16 Million - $6.67 Million
69,434 Added 204.68%
103,358 $3.44 Million
Q4 2022

Feb 02, 2023
SELL
$28.84 - $98.94 $80,405 - $275,844
-2,788 Reduced 7.59%
33,924 $3.17 Million
Q3 2022

Oct 18, 2022
BUY
$29.05 - $35.08 $49,472 - $59,741
1,703 Added 4.86%
36,712 $3.2 Million
Q2 2022

Jul 25, 2022
SELL
$29.77 - $37.37 $238 - $298
-8 Reduced 0.02%
35,009 $3.23 Million
Q1 2022

Apr 29, 2022
BUY
$33.94 - $39.42 $19,413 - $22,548
572 Added 1.66%
35,017 $3.89 Million
Q4 2021

Jan 21, 2022
BUY
$35.32 - $39.44 $139,690 - $155,985
3,955 Added 12.97%
34,445 $4.05 Million
Q3 2021

Nov 15, 2021
BUY
$35.12 - $37.49 $99,530 - $106,246
2,834 Added 10.25%
30,490 $3.24 Million
Q2 2021

Jul 21, 2021
BUY
$33.06 - $35.38 $31,869 - $34,106
964 Added 3.61%
27,656 $2.94 Million
Q1 2021

May 04, 2021
BUY
$30.5 - $32.74 $39,650 - $42,562
1,300 Added 5.12%
26,692 $2.62 Million
Q4 2020

Feb 01, 2021
BUY
$27.07 - $30.99 $180,827 - $207,013
6,680 Added 35.7%
25,392 $2.36 Million
Q3 2020

Nov 03, 2020
BUY
$25.62 - $29.65 $286,303 - $331,338
11,175 Added 148.27%
18,712 $1.56 Million
Q2 2020

Jul 30, 2020
BUY
$20.33 - $26.56 $153,227 - $200,182
7,537 New
7,537 $575,000
Q1 2020

Apr 29, 2020
SELL
$18.53 - $27.75 $14,027 - $21,006
-757 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$23.5 - $26.38 $17,789 - $19,969
757 New
757 $60,000

Others Institutions Holding SPYX

# of Institutions
224
Shares Held
18.3M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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