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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.45KNew |
$182K - $212K
|
5.45K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
950+ 69.85% |
$31.7K - $37K
|
2.31K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$30.7K - $35.8K
|
918
$45.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9KNew |
$1M - $1.17M
|
29.9K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.41KNew |
$181K - $211K
|
5.41K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
16.1KNew |
$538K - $628K
|
16.1K
$805K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-160- 0.71% |
$5.35K - $6.24K
|
22.3K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.32% |
$535 - $624
|
4.94K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
247+ 18.85% |
$8.25K - $9.63K
|
1.56K
$77.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-458- 6.86% |
$15.3K - $17.9K
|
6.22K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$189K - $220K
|
5.65K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.79KNew |
$59.7K - $69.7K
|
1.79K
$89.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.45KNew |
$182K - $213K
|
5.45K
$273K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$4.7K - $5.08K
|
136
$6.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$128K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$7.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.9M - $2.05M
|
55K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-132- 1.28% |
$4.56K - $4.93K
|
10.2K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7KNew |
$335K - $362K
|
9.7K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
678+ 664.71% |
$23.4K - $25.3K
|
780
$39K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.3% |
$138 - $149
|
1.36K
$67.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
8.7KNew |
$301K - $325K
|
8.7K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.7M - $12.7M
|
339K
$17M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-704- 0.96% |
$24.3K - $26.3K
|
73K
$3.65M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$34.6 - $37.3
|
34
$1.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-591- 11.28% |
$20.4K - $22.1K
|
4.65K
$232K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$33.2K - $35.8K
|
960
$48K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.19K- 88.58% |
$214K - $231K
|
798
$39.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
181+ 18.01% |
$6.25K - $6.76K
|
1.19K
$59.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
158KNew |
$5.45M - $5.89M
|
158K
$7.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-26.9K- 52.53% |
$929K - $1M
|
24.3K
$1.21M
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 16.67% |
$9.84K - $10.9K
|
1.5K
$75K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 45.61% |
$509K - $561K
|
18.5K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37K+ 1.25% |
$45.1K - $49.7K
|
111K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.55KNew |
$248K - $273K
|
7.55K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.33% |
$689 - $760
|
6.3K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.1K+ 3.27% |
$364K - $401K
|
350K
$17.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-259- 3.09% |
$8.5K - $9.37K
|
8.13K
$406K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-36- 0.69% |
$1.18K - $1.3K
|
5.17K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.2K+ 71.42% |
$402K - $443K
|
29.4K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.9KNew |
$357K - $393K
|
10.9K
$544K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-1.94K- 25.06% |
$63.7K - $70.2K
|
5.8K
$290K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$156 - $481
|
0
$0
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111KNew |
$3.46M - $10.7M
|
111K
$5.55M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
16.2K+ 200.0% |
$506K - $1.56M
|
24.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 306.96% |
$3.33M - $10.3M
|
141K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.91K+ 200.0% |
$153K - $472K
|
7.37K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07M+ 101.3% |
$33.5M - $103M
|
2.13M
$107M
|
|