Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
171K+ 72.49% |
$5.22M - $5.6M
|
407K
$19.1M
|
|
May 11, 2021
Q1 2021
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
139K+ 12.23% |
$4.23M - $4.54M
|
1.27M
$59.6M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
26.8K+ 262.43% |
$817K - $877K
|
37K
$1.74M
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.1KNew |
$704K - $756K
|
23.1K
$1.08M
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.3KNew |
$496K - $533K
|
16.3K
$763K
|
|
May 14, 2021
Q1 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.3KNew |
$435K - $467K
|
14.3K
$669K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 8.89% |
$384K - $412K
|
154K
$7.23M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 23.38% |
$353K - $379K
|
61.1K
$2.87M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 39.84% |
$310K - $332K
|
35.6K
$1.67M
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.05K+ 33.18% |
$245K - $263K
|
32.3K
$1.51M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.96KNew |
$212K - $228K
|
6.96K
$327K
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
5.89K+ 4.42% |
$180K - $193K
|
139K
$6.53M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$174K - $187K
|
5.71K
$268K
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.27K+ 42.7% |
$130K - $140K
|
14.3K
$670K
|
|
May 03, 2021
Q1 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.17K+ 20.5% |
$127K - $136K
|
24.5K
$1.15M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.08K+ 34.9% |
$124K - $133K
|
15.8K
$739K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.36KNew |
$103K - $110K
|
3.36K
$158K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.86KNew |
$87.1K - $93.5K
|
2.86K
$134K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.75KNew |
$83.7K - $89.9K
|
2.75K
$129K
|
|
May 05, 2021
Q1 2021
|
Capital City Trust CO
|
BUY
|
- |
2.74K+ 58.14% |
$83.4K - $89.6K
|
7.44K
$349K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 23.11% |
$82.1K - $88.1K
|
14.3K
$672K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.63K+ 14.87% |
$80.1K - $86K
|
20.3K
$952K
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.61K+ 7.64% |
$79.6K - $85.5K
|
36.8K
$1.72M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 81.35% |
$78.9K - $84.7K
|
5.77K
$270K
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 76.76% |
$78.7K - $84.5K
|
5.94K
$279K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.58KNew |
$78.7K - $84.5K
|
2.58K
$121K
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.43K+ 16.6% |
$74.1K - $79.5K
|
17.1K
$800K
|
|
May 13, 2021
Q1 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.42KNew |
$73.7K - $79.2K
|
2.42K
$113K
|
|
Apr 20, 2021
Q1 2021
|
Eidelman Virant Capital
|
BUY
|
- |
2.37K+ 154.73% |
$72.3K - $77.7K
|
3.91K
$183K
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.35KNew |
$71.5K - $76.8K
|
2.35K
$110K
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.3KNew |
$70K - $75.1K
|
2.3K
$108K
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.24K+ 33.13% |
$68.3K - $73.3K
|
9K
$422K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.12KNew |
$64.5K - $69.2K
|
2.12K
$99.2K
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2KNew |
$61K - $65.5K
|
2K
$93.8K
|
|
May 13, 2021
Q1 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 2.45% |
$53.6K - $57.6K
|
73.7K
$3.46M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.75K+ 8.13% |
$53.4K - $57.3K
|
23.3K
$1.09M
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.72K+ 813.27% |
$52.3K - $56.2K
|
1.93K
$90.4K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 9.29% |
$47.7K - $51.2K
|
18.4K
$863K
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.55KNew |
$47.2K - $50.6K
|
1.55K
$72.6K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.3K+ 5.12% |
$39.7K - $42.6K
|
26.7K
$1.25M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.26KNew |
$38.3K - $41.1K
|
1.26K
$58.9K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.17K+ 23.6% |
$35.6K - $38.2K
|
6.12K
$287K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09K+ 0.54% |
$33.3K - $35.8K
|
204K
$9.58M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 8.27% |
$31.7K - $34K
|
13.6K
$637K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
997+ 32.99% |
$30.4K - $32.6K
|
4.02K
$188K
|
|
May 07, 2021
Q1 2021
|
Appleton Group, LLC
|
BUY
|
- |
917+ 29.71% |
$28K - $30K
|
4K
$188K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
848+ 13.47% |
$25.9K - $27.8K
|
7.14K
$335K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
673+ 17.2% |
$20.5K - $22K
|
4.59K
$215K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
661+ 5.32% |
$20.2K - $21.6K
|
13.1K
$614K
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
BUY
|
- |
615+ 18.92% |
$18.8K - $20.1K
|
3.87K
$181K
|