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 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.7K+ 116.88% |
$405K - $434K
|
16.2K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$17.3K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$42.4 - $47.3
|
3.33K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.68KNew |
$198K - $221K
|
4.68K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
PUT |
225KNew |
$9.54M - $10.6M
|
225K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.84K+ 28.68% |
$163K - $181K
|
17.2K
$953K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166New |
$7.04K - $7.84K
|
166
$9.18K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
325New |
$13.8K - $15.4K
|
325
$18K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
141New |
$5.98K - $6.66K
|
141
$7.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$250K - $278K
|
5.89K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.54KNew |
$192K - $215K
|
4.54K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-240- 4.45% |
$10.2K - $11.3K
|
5.15K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 8.33% |
$69.5K - $77.4K
|
18K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-543- 4.75% |
$23K - $25.7K
|
10.9K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.8KNew |
$331K - $369K
|
7.8K
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$1.1K - $1.23K
|
9.61K
$532K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.31% |
$40.5 - $45
|
323
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.21% |
$162 - $180
|
177
$9.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36New |
$1.46K - $1.62K
|
36
$1.99K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
661New |
$26.8K - $29.7K
|
661
$36.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.4K+ 36.78% |
$97.1K - $108K
|
8.93K
$494K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5KNew |
$202K - $225K
|
5K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 72.84% |
$51.1K - $56.8K
|
471
$26.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.08% |
$40.5 - $45
|
94
$5.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.92% |
$5.95K - $6.61K
|
4.89K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 2.68% |
$2.63K - $2.92K
|
2.49K
$138K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-253- 4.06% |
$10.2K - $11.4K
|
5.98K
$331K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 13.51% |
$11.5K - $12.8K
|
1.92K
$106K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-355- 20.08% |
$13.6K - $15.2K
|
1.41K
$78.2K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
38KNew |
$1.45M - $1.63M
|
38K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.84K+ 8.01% |
$223K - $250K
|
78.7K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.8KNew |
$183K - $205K
|
4.8K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133- 1.19% |
$5.08K - $5.69K
|
11K
$610K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-50- 3.78% |
$1.91K - $2.14K
|
1.27K
$70.4K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.89KNew |
$187K - $209K
|
4.89K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.33KNew |
$203K - $228K
|
5.33K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$330K - $370K
|
8.65K
$479K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-214- 3.53% |
$7.15K - $8.34K
|
5.85K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$2.81K - $3.27K
|
84
$4.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$905K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9KNew |
$1M - $1.17M
|
29.9K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.32% |
$535 - $624
|
4.94K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-458- 6.86% |
$15.3K - $17.9K
|
6.22K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.79KNew |
$59.7K - $69.7K
|
1.79K
$98.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$189K - $220K
|
5.65K
$312K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.45KNew |
$182K - $213K
|
5.45K
$302K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$4.7K - $5.08K
|
136
$7.52K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$142K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$8.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$599K
|
|