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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 2.6% |
$16.2K - $18.2K
|
15.9K
$787K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-429- 0.52% |
$16.4K - $18.4K
|
81.8K
$4.04M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-457- 0.9% |
$17.5K - $19.6K
|
50.2K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-480- 3.47% |
$18.3K - $20.5K
|
13.4K
$661K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-483- 1.77% |
$18.4K - $20.7K
|
26.8K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-495- 7.66% |
$18.9K - $21.2K
|
5.97K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-517- 3.16% |
$19.7K - $22.1K
|
15.8K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-635- 9.43% |
$24.3K - $27.2K
|
6.1K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-696- 3.13% |
$26.6K - $29.8K
|
21.5K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-747- 2.11% |
$28.5K - $32K
|
34.7K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-755- 3.68% |
$28.8K - $32.3K
|
19.8K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-797- 7.75% |
$30.4K - $34.1K
|
9.49K
$469K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-922- 6.73% |
$35.2K - $39.5K
|
12.8K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-961- 0.36% |
$36.7K - $41.1K
|
268K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-969- 1.28% |
$37K - $41.5K
|
74.6K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.13K- 4.52% |
$43K - $48.2K
|
23.8K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 12.12% |
$49.6K - $55.6K
|
9.43K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.37K- 58.95% |
$52.3K - $58.6K
|
954
$47.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 3.73% |
$58.2K - $65.2K
|
39.3K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.54K- 8.51% |
$58.8K - $65.9K
|
16.6K
$819K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.98K- 1.05% |
$75.8K - $84.9K
|
186K
$9.21M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.14K- 21.53% |
$81.7K - $91.6K
|
7.8K
$386K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.47K- 4.69% |
$94.4K - $106K
|
50.3K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.76K- 4.15% |
$105K - $118K
|
63.8K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.8K- 0.83% |
$107K - $120K
|
336K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.52K- 2.39% |
$172K - $193K
|
185K
$9.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.72K- 42.61% |
$180K - $202K
|
6.35K
$314K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.36K- 25.3% |
$205K - $229K
|
15.8K
$782K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.61K- 1.91% |
$214K - $240K
|
289K
$14.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.59K- 6.19% |
$252K - $282K
|
99.9K
$4.94M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.87K- 7.47% |
$262K - $294K
|
85.1K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.2K- 22.87% |
$429K - $481K
|
37.9K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 14.06% |
$432K - $484K
|
69.2K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 2.19% |
$503K - $564K
|
589K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-15.4K- 67.78% |
$588K - $659K
|
7.32K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.9K- 19.47% |
$644K - $721K
|
69.7K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.5K- 32.48% |
$782K - $876K
|
42.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.6K- 14.31% |
$823K - $923K
|
129K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.7K- 13.86% |
$827K - $927K
|
135K
$6.66M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-22K- 0.8% |
$842K - $943K
|
2.75M
$136M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 7.13% |
$957K - $1.07M
|
326K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.2K- 43.36% |
$962K - $1.08M
|
32.9K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-31.8K- 7.49% |
$1.21M - $1.36M
|
392K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.3K- 21.95% |
$1.84M - $2.07M
|
172K
$8.49M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-53.6K- 25.65% |
$2.05M - $2.3M
|
155K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-69.9K- 21.53% |
$2.67M - $2.99M
|
255K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-193K- 43.89% |
$7.38M - $8.27M
|
247K
$12.2M
|