North Berkeley Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
North Berkeley Wealth Management, LLC
- $127 Billion
- Q3 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 7,436 shares of SPYX stock, worth $411,359. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,436
Previous 7,098
4.76%
Holding current value
$411,359
Previous $362 Million
12.83%
% of portfolio
0.32%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SPYX
# of Institutions
259Shares Held
21.9MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.93MShares$328 Million86.32% of portfolio
-
Choate Investment Advisors Boston, MA2.44MShares$135 Million2.96% of portfolio
-
Betterment LLC New York, NY1.93MShares$107 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC888KShares$49.1 Million0.0% of portfolio
-
Lake Street Advisors Group, LLC874KShares$48.4 Million1.98% of portfolio