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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
752+ 200.0% |
$23.4K - $72.3K
|
1.13K
$56.4K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.24K+ 200.0% |
$101K - $311K
|
4.86K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.7K+ 200.0% |
$53K - $163K
|
2.55K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$116K - $358K
|
5.6K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81KNew |
$56.4K - $174K
|
1.81K
$90.4K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 204.08% |
$3.12K - $9.61K
|
149
$7.45K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
141New |
$4.4K - $13.6K
|
141
$7.05K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13K+ 155.26% |
$405K - $1.25M
|
21.3K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.7K+ 200.0% |
$52.9K - $163K
|
2.54K
$127K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.06KNew |
$251K - $774K
|
8.06K
$403K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.56K+ 200.0% |
$79.8K - $246K
|
3.84K
$192K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$20.1K - $62K
|
645
$32.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 200.0% |
$4.55K - $14K
|
219
$10.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
191KNew |
$5.96M - $18.4M
|
191K
$9.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.11K+ 200.0% |
$34.7K - $107K
|
1.67K
$83.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 200.0% |
$11.2K - $34.6K
|
540
$27K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
92+ 200.0% |
$2.87K - $8.84K
|
138
$6.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.12K+ 200.0% |
$97.3K - $300K
|
4.68K
$234K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$4.68K - $14.4K
|
150
$7.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.29K+ 200.0% |
$165K - $508K
|
7.93K
$396K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.7K+ 200.0% |
$240K - $740K
|
11.6K
$577K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
781+ 9.06% |
$24.4K - $75.1K
|
9.4K
$470K
|
|
| Q4 2022 | |||||||
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-634Closed |
$18.3K - $62.7K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
207KNew |
$5.96M - $20.4M
|
207K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-342- 5.52% |
$9.86K - $33.8K
|
5.85K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.5K- 2.58% |
$43.2K - $148K
|
56.6K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.61KNew |
$133K - $456K
|
4.61K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
2.93K+ 27.06% |
$84.6K - $290K
|
13.8K
$688K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
547New |
$15.8K - $54.1K
|
547
$27.3K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-280Closed |
$8.13K - $9.82K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-650Closed |
$18.9K - $22.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.47% |
$29.1 - $35.1
|
216
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-595- 10.48% |
$17.3K - $20.9K
|
5.08K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-23.3K- 18.58% |
$676K - $816K
|
102K
$5.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.89KNew |
$84.1K - $102K
|
2.89K
$145K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-300- 3.82% |
$8.72K - $10.5K
|
7.56K
$378K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-27- 4.46% |
$784 - $947
|
578
$28.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.89% |
$87.2 - $105
|
340
$17K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-24- 2.66% |
$697 - $842
|
879
$43.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
363+ 33.24% |
$10.5K - $12.7K
|
1.46K
$72.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-646Closed |
$19.2K - $24.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4- 0.39% |
$119 - $149
|
1.02K
$50.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
PUT |
-10KClosed |
$298K - $374K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.16KClosed |
$183K - $230K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-45Closed |
$1.34K - $1.68K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
172New |
$5.12K - $6.43K
|
172
$8.59K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
129New |
$3.84K - $4.82K
|
129
$6.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-278K- 98.14% |
$8.26M - $10.4M
|
5.25K
$262K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.02KClosed |
$179K - $225K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
25New |
$744 - $934
|
25
$1.25K
|
|