Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
687K+ 13.09% |
$31M - $34.6M
|
5.93M
$288M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
240K+ 39.92% |
$10.8M - $12.1M
|
840K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123K+ 18.38% |
$5.57M - $6.2M
|
793K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
79.6K+ 64.1% |
$3.6M - $4.01M
|
204K
$9.91M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.9K+ 393.27% |
$2.21M - $2.46M
|
61.4K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
32.2KNew |
$1.46M - $1.62M
|
32.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 4.73% |
$824K - $918K
|
404K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.3K+ 3.18% |
$558K - $621K
|
400K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 148.3% |
$555K - $618K
|
20.5K
$999K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.7K+ 34.6% |
$348K - $388K
|
30K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.51KNew |
$339K - $378K
|
7.51K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.81K+ 67.68% |
$263K - $292K
|
14.4K
$699K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.67K+ 6.68% |
$256K - $285K
|
90.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.43K+ 8.03% |
$245K - $273K
|
73K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.32K+ 15.64% |
$240K - $268K
|
39.3K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.15K+ 1.35% |
$233K - $259K
|
387K
$18.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.61K+ 1.21% |
$163K - $182K
|
301K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3KNew |
$136K - $151K
|
3K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.97K+ 8.96% |
$134K - $149K
|
36.1K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.94K+ 10.01% |
$133K - $148K
|
32.4K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.5K+ 22.97% |
$113K - $126K
|
13.4K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.48K+ 22.74% |
$112K - $125K
|
13.4K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.79K+ 11.98% |
$80.9K - $90.1K
|
16.7K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.56K+ 13.6% |
$70.7K - $78.7K
|
13.1K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.47K+ 19.47% |
$66.6K - $74.1K
|
9.04K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.45K+ 4.96% |
$65.6K - $73K
|
30.7K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.4K+ 20.86% |
$63.1K - $70.2K
|
8.08K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.27K+ 5.46% |
$57.5K - $64K
|
24.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.11K+ 5.58% |
$50.2K - $55.9K
|
21K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 6.72% |
$49.9K - $55.6K
|
17.5K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.09K+ 12.52% |
$49.2K - $54.8K
|
9.79K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$43.4K - $48.3K
|
960
$46.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
937+ 7.09% |
$42.4K - $47.2K
|
14.2K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
922+ 0.28% |
$41.7K - $46.4K
|
336K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
865+ 0.04% |
$39.1K - $43.5K
|
1.93M
$94M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
809+ 4.62% |
$36.6K - $40.7K
|
18.3K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
776+ 5.48% |
$35.1K - $39.1K
|
14.9K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
716+ 15.12% |
$32.4K - $36K
|
5.45K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
626+ 3.19% |
$28.3K - $31.5K
|
20.2K
$983K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
580+ 48.9% |
$26.2K - $29.2K
|
1.77K
$85.8K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
380+ 1.74% |
$17.2K - $19.1K
|
22.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372+ 14.84% |
$16.8K - $18.7K
|
2.88K
$140K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
307New |
$13.9K - $15.5K
|
307
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
272+ 4.72% |
$12.3K - $13.7K
|
6.04K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
260+ 2.76% |
$11.8K - $13.1K
|
9.69K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
246+ 2.05% |
$11.1K - $12.4K
|
12.2K
$594K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
179+ 0.69% |
$8.09K - $9.01K
|
26.2K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
175+ 1.76% |
$7.91K - $8.81K
|
10.1K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
151+ 2.8% |
$6.83K - $7.6K
|
5.54K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
108+ 1.41% |
$4.88K - $5.44K
|
7.79K
$378K
|