Purchases and Sales Made in Q4 2022 in Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information about the institutional ownership of Spdr S&P 500 Fossil Fuel Reser (SPYX) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 500 FOSSIL FUEL RESER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
716+ 20.02% |
$20.6K - $70.8K
|
4.29K
$212K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
673+ 62.72% |
$19.4K - $66.6K
|
1.75K
$86.2K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
620+ 9.54% |
$17.9K - $61.3K
|
7.12K
$351K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
566New |
$16.3K - $56K
|
566
$27.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
547New |
$15.8K - $54.1K
|
547
$27K
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
495+ 8.22% |
$14.3K - $49K
|
6.52K
$322K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
472+ 9.03% |
$13.6K - $46.7K
|
5.7K
$281K
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
455+ 5.39% |
$13.1K - $45K
|
8.9K
$439K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
333+ 1.13% |
$9.6K - $32.9K
|
29.7K
$1.47M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
328+ 23.35% |
$9.46K - $32.5K
|
1.73K
$85.5K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
296+ 9.16% |
$8.54K - $29.3K
|
3.53K
$174K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
278+ 3.79% |
$8.02K - $27.5K
|
7.62K
$376K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
260+ 11.85% |
$7.5K - $25.7K
|
2.46K
$121K
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
241+ 0.24% |
$6.95K - $23.8K
|
98.9K
$4.88M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 2.43% |
$4.33K - $14.8K
|
6.33K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
145+ 1.31% |
$4.18K - $14.3K
|
11.2K
$552K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144New |
$4.15K - $14.2K
|
144
$7.11K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109+ 0.77% |
$3.14K - $10.8K
|
14.2K
$700K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
108+ 1.5% |
$3.11K - $10.7K
|
7.31K
$361K
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
72+ 1.42% |
$2.08K - $7.12K
|
5.14K
$254K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
70+ 0.77% |
$2.02K - $6.93K
|
9.22K
$455K
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
29+ 0.69% |
$836 - $2.87K
|
4.25K
$210K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23+ 0.34% |
$663 - $2.28K
|
6.87K
$339K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.98% |
$433 - $1.48K
|
519
$25.6K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.39% |
$404 - $1.39K
|
3.63K
$179K
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
12+ 0.4% |
$346 - $1.19K
|
2.99K
$148K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
12+ 0.32% |
$346 - $1.19K
|
3.82K
$188K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.13% |
$317 - $1.09K
|
8.3K
$410K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.03% |
$317 - $1.09K
|
34.6K
$1.71M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.22% |
$28.8 - $98.9
|
449
$22.2K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.17% |
$28.8 - $98.9
|
599
$29.6K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.88% |
$28.8 - $98.9
|
114
$5.63K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7- 0.08% |
$202 - $693
|
8.6K
$425K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-30- 2.05% |
$865 - $2.97K
|
1.43K
$70.6K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-51- 3.02% |
$1.47K - $5.05K
|
1.64K
$80.7K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-99- 1.65% |
$2.86K - $9.8K
|
5.89K
$291K
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-128- 4.49% |
$3.69K - $12.7K
|
2.72K
$134K
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-140- 0.93% |
$4.04K - $13.9K
|
14.8K
$733K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-204- 13.39% |
$5.88K - $20.2K
|
1.32K
$65.1K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-342- 5.52% |
$9.86K - $33.8K
|
5.85K
$289K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-398- 43.12% |
$11.5K - $39.4K
|
525
$25.9K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-497- 93.6% |
$14.3K - $49.2K
|
34
$1.68K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-595- 10.25% |
$17.2K - $58.9K
|
5.21K
$257K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-605- 5.13% |
$17.4K - $59.9K
|
11.2K
$552K
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-634Closed |
$18.3K - $62.7K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-747- 30.28% |
$21.5K - $73.9K
|
1.72K
$84.9K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-863- 4.32% |
$24.9K - $85.4K
|
19.1K
$942K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.16K- 6.21% |
$33.3K - $114K
|
17.4K
$861K
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.5K- 2.58% |
$43.2K - $148K
|
56.6K
$2.79M
|