Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
2.36M+ 94.48% |
$90.2M - $101M
|
4.86M
$240M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
275K+ 141.34% |
$10.5M - $11.8M
|
470K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.4K+ 26.7% |
$3.38M - $3.78M
|
420K
$20.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66.3K+ 26.28% |
$2.53M - $2.84M
|
319K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.5K+ 350.94% |
$1.59M - $1.78M
|
53.4K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
38KNew |
$1.45M - $1.63M
|
38K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
35.5K+ 1.71% |
$1.36M - $1.52M
|
2.12M
$105M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.9K+ 100.09% |
$1.33M - $1.49M
|
69.7K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
32.4K+ 34.11% |
$1.24M - $1.39M
|
128K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.9K+ 6.86% |
$800K - $896K
|
326K
$16.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.9K+ 6.86% |
$800K - $896K
|
326K
$16.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3KNew |
$660K - $740K
|
17.3K
$855K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$628K - $704K
|
16.4K
$813K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
14.2KNew |
$543K - $608K
|
14.2K
$703K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.89KNew |
$378K - $423K
|
9.89K
$489K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.38K+ 62.9% |
$358K - $401K
|
24.3K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$330K - $370K
|
8.65K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.74K+ 19.26% |
$257K - $288K
|
41.7K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.27K+ 1.36% |
$239K - $268K
|
467K
$23.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.24KNew |
$238K - $267K
|
6.24K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.09K+ 97.5% |
$233K - $261K
|
12.3K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.84K+ 8.01% |
$223K - $250K
|
78.7K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.33KNew |
$203K - $228K
|
5.33K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.06KNew |
$193K - $216K
|
5.06K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.03KNew |
$192K - $215K
|
5.03K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$189K - $212K
|
4.95K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.95K+ 33.22% |
$189K - $212K
|
19.8K
$981K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.89KNew |
$187K - $209K
|
4.89K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.87KNew |
$186K - $208K
|
4.87K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.8KNew |
$183K - $205K
|
4.8K
$237K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.76KNew |
$182K - $204K
|
4.76K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73KNew |
$181K - $203K
|
4.73K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.06K+ 28.89% |
$155K - $174K
|
18.1K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.57K+ 3.65% |
$98.1K - $110K
|
73K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 6.38% |
$88.2K - $98.8K
|
38.5K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.28K+ 1.29% |
$86.9K - $97.4K
|
179K
$8.86M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 11.5% |
$75.2K - $84.2K
|
19.1K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.92K+ 30.26% |
$73.3K - $82.2K
|
8.27K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.77K+ 18.82% |
$67.4K - $75.6K
|
11.2K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 1.35% |
$60.1K - $67.4K
|
118K
$5.84M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.5KNew |
$57.3K - $64.2K
|
1.5K
$74.2K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.44K+ 30.75% |
$55.1K - $61.8K
|
6.14K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.06KNew |
$40.5K - $45.4K
|
1.06K
$52.4K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.02K+ 2.53% |
$38.8K - $43.4K
|
41.2K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
892+ 17.3% |
$34.1K - $38.2K
|
6.05K
$299K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
839+ 8.34% |
$32K - $35.9K
|
10.9K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
751+ 9.06% |
$28.7K - $32.1K
|
9.04K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
715+ 2.7% |
$27.3K - $30.6K
|
27.2K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
684New |
$26.1K - $29.3K
|
684
$33.8K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
586+ 0.32% |
$22.4K - $25.1K
|
186K
$9.22M
|