Latest Institutional Transactions on Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information on the latest institutional transactions involving Spdr S&P 500 Fossil Fuel Reser (SPYX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 2.3% |
$17.6K - $18.9K
|
16.9K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$326 - $349
|
23.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-340- 1.53% |
$15.8K - $17K
|
21.8K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
565+ 12.51% |
$26.3K - $28.2K
|
5.08K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.6K+ 173.05% |
$261K - $279K
|
8.84K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.51M- 54.13% |
$70.4M - $75.5M
|
1.28M
$63.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.57K+ 42.74% |
$120K - $128K
|
8.58K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
744New |
$34.6K - $37.1K
|
744
$37K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$46.5 - $49.9
|
383
$19K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$140 - $150
|
1.23K
$60.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55- 0.72% |
$2.56K - $2.75K
|
7.57K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$93.1 - $99.8
|
693
$34.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.13K- 7.18% |
$99.2K - $106K
|
27.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
23+ 0.15% |
$1.07K - $1.15K
|
15.5K
$771K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.06K- 9.58% |
$189K - $202K
|
38.3K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.66K+ 16.09% |
$77.2K - $82.9K
|
12K
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.53K+ 5.76% |
$350K - $376K
|
138K
$6.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
73+ 0.19% |
$3.4K - $3.64K
|
38.2K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.97K- 25.13% |
$91.8K - $98.5K
|
5.88K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.21% |
$9.31K - $9.98K
|
4.55K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.27K+ 19.26% |
$106K - $113K
|
14.1K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.53K- 5.56% |
$71.3K - $76.5K
|
26K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 30.27% |
$2.61K - $2.79K
|
129
$6.41K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.21K - $1.3K
|
6.69K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-166- 5.52% |
$7.72K - $8.29K
|
2.84K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 9.09% |
$372 - $399
|
80
$3.98K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 69.03% |
$238K - $255K
|
2.3K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 55.56% |
$14K - $15K
|
840
$41.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-61- 0.18% |
$2.84K - $3.04K
|
33.1K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.13K- 33.44% |
$145K - $156K
|
6.23K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.6K+ 5.62% |
$961K - $1.03M
|
388K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
422+ 1.55% |
$19.6K - $21.1K
|
27.6K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.14K- 17.59% |
$146K - $157K
|
14.7K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420- 6.62% |
$19.5K - $21K
|
5.93K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$497K - $533K
|
10.7K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-165- 2.1% |
$7.68K - $8.24K
|
7.68K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.7K+ 116.88% |
$405K - $434K
|
16.2K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-225- 2.71% |
$10.5K - $11.2K
|
8.07K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$15.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 0.57% |
$5.4K - $5.79K
|
20.1K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.78% |
$372 - $399
|
1.04K
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
600+ 6.43% |
$27.9K - $29.9K
|
9.93K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.91K- 6.17% |
$229K - $245K
|
74.6K
$3.71M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.29K- 8.61% |
$139K - $155K
|
34.9K
$1.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$477K - $532K
|
11.3K
$559K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$42.4 - $47.3
|
3.33K
$166K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-697- 1.89% |
$29.5K - $32.9K
|
36.2K
$1.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.46KNew |
$147K - $164K
|
3.46K
$172K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.14% |
$381 - $425
|
6.3K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 1.73% |
$4.15K - $4.63K
|
5.57K
$277K
|
|