Trillium Asset Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Trillium Asset Management, LLC

$4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	BUY	$35.32 - $39.44 $113,730 - $126,996	3,220 New	3,220 $379,000

Others Institutions Holding SPYX

# of Institutions

224

Shares Held

18.3M

Call Options Held

0

Put Options Held

225K

Windmill Hill Asset Management LTD

2.8M
Shares

$138 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.67M
Shares

$132 Million
3.24% of portfolio
Betterment LLC New York, NY

1.97M
Shares

$97.3 Million
0.22% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$44.8 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$43.2 Million
1.94% of portfolio

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