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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
108+ 1.41% |
$4.88K - $5.44K
|
7.79K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
87New |
$3.93K - $4.38K
|
87
$4.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
81+ 0.52% |
$3.66K - $4.08K
|
15.6K
$758K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 100.0% |
$3.62K - $4.03K
|
160
$7.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
71New |
$3.21K - $3.57K
|
71
$3.45K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
68+ 1.09% |
$3.07K - $3.42K
|
6.29K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
55+ 1.02% |
$2.49K - $2.77K
|
5.47K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45+ 15.96% |
$2.03K - $2.26K
|
327
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39+ 0.33% |
$1.76K - $1.96K
|
12K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38New |
$1.72K - $1.91K
|
38
$1.85K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
35+ 0.26% |
$1.58K - $1.76K
|
13.3K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28+ 0.23% |
$1.27K - $1.41K
|
12K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.3% |
$1.09K - $1.21K
|
8.08K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22+ 0.26% |
$995 - $1.11K
|
8.45K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.26% |
$859 - $956
|
7.29K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18+ 0.01% |
$814 - $906
|
255K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.26% |
$678 - $755
|
5.88K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
13+ 1.75% |
$588 - $654
|
757
$36.8K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.18% |
$588 - $654
|
7.15K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$407 - $453
|
3.48K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.14% |
$407 - $453
|
6.31K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8+ 0.05% |
$362 - $403
|
16.7K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$316 - $352
|
7
$340
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.06% |
$316 - $352
|
12.7K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.08% |
$271 - $302
|
7.42K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$90.4 - $101
|
2.85K
$138K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$90.4 - $101
|
677
$32.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$90.4 - $101
|
695
$33.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$45.2 - $50.3
|
384
$18.7K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.78% |
$45.2 - $50.3
|
130
$6.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$45.2 - $50.3
|
1.66K
$80.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$45.2 - $50.3
|
5.93K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.05% |
$45.2 - $50.3
|
1.92K
$93.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.02% |
$181 - $201
|
16.9K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6- 0.17% |
$271 - $302
|
3.53K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 2.33% |
$769 - $856
|
713
$34.7K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-22- 0.08% |
$995 - $1.11K
|
26.7K
$1.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 2.32% |
$1.09K - $1.21K
|
1.01K
$49.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29- 0.14% |
$1.31K - $1.46K
|
20K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-49- 0.31% |
$2.22K - $2.47K
|
15.6K
$758K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-52- 2.77% |
$2.35K - $2.62K
|
1.82K
$88.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-57- 4.65% |
$2.58K - $2.87K
|
1.17K
$56.8K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-80- 50.0% |
$3.62K - $4.03K
|
80
$3.89K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-91- 0.33% |
$4.11K - $4.58K
|
27.3K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-96- 7.11% |
$4.34K - $4.83K
|
1.25K
$60.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-166- 2.29% |
$7.5K - $8.35K
|
7.08K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-170- 0.15% |
$7.69K - $8.56K
|
115K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-183- 5.06% |
$8.27K - $9.21K
|
3.43K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-198- 1.29% |
$8.95K - $9.97K
|
15.1K
$735K
|