Latest Institutional Purchases of Spdr S&P 500 Fossil Fuel Reser (SPYX)
This list provides information on the latest institutional transactions involving Spdr S&P 500 Fossil Fuel Reser (SPYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
112+ 0.03% |
$4.75K - $5.29K
|
419K
$20.5M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
55+ 0.41% |
$2.33K - $2.6K
|
13.5K
$660K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 5.8% |
$1.7K - $1.89K
|
730
$35.6K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$1.1K - $1.23K
|
9.61K
$469K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$42.4 - $47.3
|
3.33K
$163K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5KNew |
$202K - $225K
|
5K
$244K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.62KNew |
$187K - $208K
|
4.62K
$225K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.4K+ 36.78% |
$97.1K - $108K
|
8.93K
$436K
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
2.19K+ 9.88% |
$88.4K - $98.2K
|
24.3K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
661New |
$26.8K - $29.7K
|
661
$32.3K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
396New |
$16K - $17.8K
|
396
$19.3K
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 0.62% |
$4.05K - $4.5K
|
16.3K
$795K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 2.68% |
$2.63K - $2.92K
|
2.49K
$122K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36New |
$1.46K - $1.62K
|
36
$1.76K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.31% |
$40.5 - $45
|
323
$15.8K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.08% |
$40.5 - $45
|
94
$4.59K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
38KNew |
$1.45M - $1.63M
|
38K
$1.86M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.89KNew |
$378K - $423K
|
9.89K
$483K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$330K - $370K
|
8.65K
$422K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.84K+ 8.01% |
$223K - $250K
|
78.7K
$3.84M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.33KNew |
$203K - $228K
|
5.33K
$260K
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.89KNew |
$187K - $209K
|
4.89K
$239K
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.8KNew |
$183K - $205K
|
4.8K
$234K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73KNew |
$181K - $203K
|
4.73K
$231K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.77K+ 18.82% |
$67.4K - $75.6K
|
11.2K
$544K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
684New |
$26.1K - $29.3K
|
684
$33.4K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 12.34% |
$3.74K - $4.19K
|
892
$43.5K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9KNew |
$1M - $1.17M
|
29.9K
$1.46M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$798K
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
16.1KNew |
$538K - $628K
|
16.1K
$786K
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.06KNew |
$269K - $314K
|
8.06K
$393K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$189K - $220K
|
5.65K
$276K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.45KNew |
$182K - $213K
|
5.45K
$266K
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.45KNew |
$182K - $212K
|
5.45K
$266K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.41KNew |
$181K - $211K
|
5.41K
$264K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.79KNew |
$59.7K - $69.7K
|
1.79K
$87.3K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
950+ 69.85% |
$31.7K - $37K
|
2.31K
$113K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$30.7K - $35.8K
|
918
$44.8K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
247+ 18.85% |
$8.25K - $9.63K
|
1.56K
$76K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$2.81K - $3.27K
|
84
$4.1K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.32% |
$535 - $624
|
4.94K
$241K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.7M - $12.7M
|
339K
$16.6M
|
|
Oct 16, 2023
Q3 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
158KNew |
$5.45M - $5.89M
|
158K
$7.7M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.9M - $2.05M
|
55K
$2.68M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$529K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7KNew |
$335K - $362K
|
9.7K
$474K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
8.7KNew |
$301K - $325K
|
8.7K
$425K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$125K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$33.2K - $35.8K
|
960
$46.9K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
678+ 664.71% |
$23.4K - $25.3K
|
780
$38.1K
|