Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.04MNew |
$69.4M - $80.6M
|
2.04M
$101M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
272K+ 2592.86% |
$9.24M - $10.7M
|
283K
$14M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 58.53% |
$4.04M - $4.69M
|
323K
$16M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
42.4K+ 54.79% |
$1.44M - $1.67M
|
120K
$5.92M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
38.2K+ 562.75% |
$1.3M - $1.51M
|
45K
$2.23M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33.3K+ 35.99% |
$1.13M - $1.31M
|
126K
$6.22M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 30.84% |
$654K - $759K
|
81.7K
$4.04M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19K+ 19.11% |
$645K - $749K
|
118K
$5.86M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19K+ 120.62% |
$645K - $749K
|
34.8K
$1.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 31.91% |
$617K - $716K
|
75.1K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
15.8K+ 2.39% |
$537K - $623K
|
678K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 37.25% |
$397K - $462K
|
43.1K
$2.13M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.6K+ 11.55% |
$395K - $459K
|
112K
$5.56M
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.1K+ 393.79% |
$342K - $397K
|
12.6K
$625K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.93K+ 46.83% |
$269K - $313K
|
24.9K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.01K+ 16.99% |
$238K - $276K
|
48.3K
$2.39M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.99K+ 34.76% |
$237K - $276K
|
27.1K
$1.34M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.85KNew |
$232K - $270K
|
6.85K
$339K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$178K - $207K
|
5.25K
$260K
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.32K+ 19.56% |
$147K - $170K
|
26.4K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.06KNew |
$138K - $160K
|
4.06K
$201K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$114K - $132K
|
3.36K
$166K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.2K+ 2.91% |
$109K - $126K
|
113K
$5.6M
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.17KNew |
$108K - $125K
|
3.17K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.53KNew |
$85.7K - $99.6K
|
2.53K
$125K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.51K+ 15.37% |
$85.3K - $99K
|
18.9K
$933K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.47K+ 66.87% |
$83.8K - $97.3K
|
6.16K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.42K+ 4.87% |
$82.1K - $95.4K
|
52.1K
$2.58M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.39K+ 106.08% |
$81.1K - $94.2K
|
4.64K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$80.4K - $93.4K
|
2.37K
$117K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.31K+ 9.29% |
$78.2K - $90.9K
|
27.1K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.1K+ 5.86% |
$71.1K - $82.6K
|
37.9K
$1.87M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.06KNew |
$70.1K - $81.4K
|
2.06K
$102K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.05K+ 95.93% |
$69.7K - $80.9K
|
4.19K
$207K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.03K+ 4.42% |
$68.9K - $80.1K
|
48K
$2.38M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.95KNew |
$66.3K - $77K
|
1.95K
$96.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.85K+ 0.2% |
$62.7K - $72.8K
|
947K
$46.9M
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.76K+ 5.91% |
$59.6K - $69.2K
|
31.5K
$1.56M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.71K+ 41.76% |
$58.1K - $67.5K
|
5.82K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.67KNew |
$56.8K - $65.9K
|
1.67K
$82.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.61KNew |
$54.6K - $63.4K
|
1.61K
$79.6K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
1.51K+ 41.12% |
$51.1K - $59.4K
|
5.17K
$256K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.49K+ 6.62% |
$50.7K - $58.9K
|
24.1K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$43.4K - $50.5K
|
1.28K
$63.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.04K+ 5.84% |
$35.1K - $40.8K
|
18.8K
$928K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
940+ 2.34% |
$31.9K - $37.1K
|
41K
$2.03M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 17.97% |
$31.1K - $36.1K
|
6.02K
$298K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
903+ 6.66% |
$30.6K - $35.6K
|
14.5K
$715K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
717+ 8.67% |
$24.3K - $28.3K
|
8.99K
$445K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
582New |
$19.8K - $22.9K
|
582
$28.8K
|