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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
181+ 18.01% |
$6.25K - $6.76K
|
1.19K
$57.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$4.7K - $5.08K
|
136
$6.64K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$7.27K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$34.6 - $37.3
|
34
$1.66K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.2K+ 71.42% |
$402K - $443K
|
29.4K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.1K+ 3.27% |
$364K - $401K
|
350K
$17.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.9KNew |
$357K - $393K
|
10.9K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.55KNew |
$248K - $273K
|
7.55K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37K+ 1.25% |
$45.1K - $49.7K
|
111K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.33% |
$689 - $760
|
6.3K
$307K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07M+ 101.3% |
$33.5M - $103M
|
2.13M
$104M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
191KNew |
$5.96M - $18.4M
|
191K
$9.32M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111KNew |
$3.46M - $10.7M
|
111K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 306.96% |
$3.33M - $10.3M
|
141K
$6.9M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
16.2K+ 200.0% |
$506K - $1.56M
|
24.4K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13K+ 155.26% |
$405K - $1.25M
|
21.3K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.06KNew |
$251K - $774K
|
8.06K
$393K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.7K+ 200.0% |
$240K - $740K
|
11.6K
$564K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.29K+ 200.0% |
$165K - $508K
|
7.93K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.91K+ 200.0% |
$153K - $472K
|
7.37K
$360K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.12K+ 200.0% |
$97.3K - $300K
|
4.68K
$228K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.56K+ 200.0% |
$79.8K - $246K
|
3.84K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81KNew |
$56.4K - $174K
|
1.81K
$88.3K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.7K+ 200.0% |
$53K - $163K
|
2.55K
$124K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.7K+ 200.0% |
$52.9K - $163K
|
2.54K
$124K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.11K+ 200.0% |
$34.7K - $107K
|
1.67K
$81.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
781+ 9.06% |
$24.4K - $75.1K
|
9.4K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
752+ 200.0% |
$23.4K - $72.3K
|
1.13K
$55.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$20.1K - $62K
|
645
$31.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 200.0% |
$11.2K - $34.6K
|
540
$26.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$4.68K - $14.4K
|
150
$7.32K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 200.0% |
$4.55K - $14K
|
219
$10.7K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
141New |
$4.4K - $13.6K
|
141
$6.88K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 204.08% |
$3.12K - $9.61K
|
149
$7.27K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
92+ 200.0% |
$2.87K - $8.84K
|
138
$6.74K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
207KNew |
$5.96M - $20.4M
|
207K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.61KNew |
$133K - $456K
|
4.61K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
2.93K+ 27.06% |
$84.6K - $290K
|
13.8K
$672K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
547New |
$15.8K - $54.1K
|
547
$26.7K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.89KNew |
$84.1K - $102K
|
2.89K
$141K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
363+ 33.24% |
$10.5K - $12.7K
|
1.46K
$71K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.89% |
$87.2 - $105
|
340
$16.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.47% |
$29.1 - $35.1
|
216
$10.5K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
392New |
$11.7K - $14.6K
|
392
$19.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
172New |
$5.12K - $6.43K
|
172
$8.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
129New |
$3.84K - $4.82K
|
129
$6.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
25New |
$744 - $934
|
25
$1.22K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20+ 4.32% |
$595 - $747
|
483
$23.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$178K - $207K
|
5.25K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
309New |
$10.5K - $12.2K
|
309
$15.1K
|
|