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 |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
506+ 1.4% |
$15.4K - $16.6K
|
36.8K
$1.77M
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
506+ 20.11% |
$15.4K - $16.6K
|
3.02K
$146K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
478+ 33.8% |
$14.6K - $15.6K
|
1.89K
$91.3K
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
415+ 2.88% |
$12.7K - $13.6K
|
14.8K
$716K
|
|
Apr 30, 2021
Q1 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
413+ 8.73% |
$12.6K - $13.5K
|
5.14K
$248K
|
|
May 17, 2021
Q1 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
380+ 3.83% |
$11.6K - $12.4K
|
10.3K
$497K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
368+ 57.59% |
$11.2K - $12K
|
1.01K
$48.6K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
310New |
$9.46K - $10.1K
|
310
$15K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
234+ 9.84% |
$7.14K - $7.66K
|
2.61K
$126K
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
232+ 9.14% |
$7.08K - $7.6K
|
2.77K
$134K
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
228+ 4.2% |
$6.95K - $7.46K
|
5.66K
$273K
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
210+ 3.26% |
$6.41K - $6.88K
|
6.65K
$321K
|
|
Apr 15, 2021
Q1 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
179+ 7.58% |
$5.46K - $5.86K
|
2.54K
$123K
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
139+ 0.61% |
$4.24K - $4.55K
|
23K
$1.11M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103+ 1.47% |
$3.14K - $3.37K
|
7.12K
$344K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 20.0% |
$3.05K - $3.27K
|
600
$29K
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
80+ 1.34% |
$2.44K - $2.62K
|
6.05K
$292K
|
|
May 24, 2021
Q1 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
48+ 1.74% |
$1.46K - $1.57K
|
2.8K
$135K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.32% |
$671 - $720
|
6.82K
$329K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13+ 0.56% |
$397 - $426
|
2.34K
$113K
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8New |
$244 - $262
|
8
$386
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$122 - $131
|
3.15K
$152K
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.2% |
$122 - $131
|
2.05K
$99.1K
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.02% |
$91.5 - $98.2
|
15.3K
$739K
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.74% |
$30.5 - $32.7
|
136
$6.56K
|
|
May 10, 2021
Q1 2021
|
First National Corp
|
SELL
|
- |
-8- 0.24% |
$244 - $262
|
3.27K
$158K
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30- 0.28% |
$915 - $982
|
10.5K
$509K
|
|
May 17, 2021
Q1 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-33- 0.04% |
$1.01K - $1.08K
|
87K
$4.2M
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-43Closed |
$1.31K - $1.41K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-59- 8.93% |
$1.8K - $1.93K
|
602
$29K
|
|
Dec 19, 2024
Q1 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-63- 9.17% |
$1.92K - $2.06K
|
624
$30.1K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.05K - $3.27K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 3.56% |
$4.12K - $4.42K
|
3.65K
$176K
|
|
Apr 29, 2021
Q1 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-135- 3.02% |
$4.12K - $4.42K
|
4.34K
$209K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-145- 2.25% |
$4.42K - $4.75K
|
6.31K
$304K
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
SELL
|
- |
-152- 2.45% |
$4.64K - $4.98K
|
6.05K
$292K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-168Closed |
$5.12K - $5.5K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-445Closed |
$13.6K - $14.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Arjuna Capital
|
SELL
|
- |
-487- 5.78% |
$14.9K - $15.9K
|
7.95K
$383K
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-772- 5.02% |
$23.5K - $25.3K
|
14.6K
$705K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-828Closed |
$25.3K - $27.1K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-923- 58.83% |
$28.2K - $30.2K
|
646
$31.2K
|
|
Jun 21, 2021
Q1 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-987- 10.23% |
$30.1K - $32.3K
|
8.66K
$418K
|
|
May 07, 2021
Q1 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-2.37KClosed |
$72.2K - $77.5K
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.38KClosed |
$72.6K - $77.9K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
First Pacific Financial
|
SELL
|
- |
-2.48K- 33.32% |
$75.5K - $81.1K
|
4.95K
$239K
|
|
May 07, 2021
Q1 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.5K- 21.89% |
$107K - $115K
|
12.5K
$603K
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.5K- 24.36% |
$107K - $115K
|
10.9K
$525K
|
|
May 17, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-7.15K- 49.93% |
$218K - $234K
|
7.17K
$346K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.81KClosed |
$269K - $288K
|
0
$0
|