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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-225- 4.52% |
$10.2K - $11.3K
|
4.76K
$231K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-265- 0.15% |
$12K - $13.3K
|
177K
$8.61M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-274- 3.85% |
$12.4K - $13.8K
|
6.85K
$333K
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-293- 3.53% |
$13.2K - $14.7K
|
8K
$389K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-307- 1.09% |
$13.9K - $15.5K
|
27.8K
$1.35M
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-399- 1.75% |
$18K - $20.1K
|
22.4K
$1.09M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-430- 3.72% |
$19.4K - $21.6K
|
11.1K
$540K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-436- 8.58% |
$19.7K - $21.9K
|
4.64K
$226K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-437- 6.6% |
$19.8K - $22K
|
6.19K
$301K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-481- 0.85% |
$21.7K - $24.2K
|
55.8K
$2.71M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-540- 64.29% |
$24.4K - $27.2K
|
300
$14.6K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-550- 2.33% |
$24.9K - $27.7K
|
23.1K
$1.12M
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-576- 10.93% |
$26K - $29K
|
4.69K
$228K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-630- 8.12% |
$28.5K - $31.7K
|
7.13K
$347K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-632- 7.83% |
$28.6K - $31.8K
|
7.44K
$361K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-679- 1.15% |
$30.7K - $34.2K
|
58.2K
$2.83M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-680- 13.26% |
$30.7K - $34.2K
|
4.45K
$216K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-706- 5.02% |
$31.9K - $35.5K
|
13.3K
$649K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-876- 9.91% |
$39.6K - $44.1K
|
7.96K
$387K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-990- 1.94% |
$44.8K - $49.8K
|
50.1K
$2.43M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-996- 4.67% |
$45K - $50.1K
|
20.3K
$988K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.03K- 3.75% |
$46.7K - $52K
|
26.5K
$1.29M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.16K- 3.38% |
$52.4K - $58.3K
|
33.1K
$1.61M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 2.88% |
$53.5K - $59.5K
|
39.9K
$1.94M
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.25K- 3.29% |
$56.7K - $63.1K
|
36.9K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.29K- 4.86% |
$58.3K - $64.9K
|
25.2K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 0.33% |
$71.8K - $80K
|
480K
$23.3M
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.68K- 2.4% |
$75.9K - $84.5K
|
68.4K
$3.32M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.72K- 11.7% |
$77.9K - $86.7K
|
13K
$632K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.74K- 1.27% |
$78.7K - $87.6K
|
135K
$6.56M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.77K- 15.84% |
$79.8K - $88.9K
|
9.39K
$456K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 1.8% |
$83.3K - $92.8K
|
101K
$4.89M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.09K- 1.82% |
$94.3K - $105K
|
113K
$5.48M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.68K- 14.44% |
$121K - $135K
|
15.9K
$772K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.7K- 2.86% |
$122K - $136K
|
91.4K
$4.44M
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.17K- 41.24% |
$143K - $159K
|
4.51K
$219K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-3.5K- 6.66% |
$158K - $176K
|
49K
$2.38M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.62K- 2.62% |
$164K - $182K
|
135K
$6.54M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.63K- 13.0% |
$164K - $183K
|
24.3K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.51K- 5.83% |
$204K - $227K
|
72.8K
$3.54M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.99K- 6.68% |
$225K - $251K
|
69.6K
$3.38M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5K- 3.64% |
$226K - $251K
|
132K
$6.44M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.32K- 3.01% |
$240K - $268K
|
172K
$8.34M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.42K- 51.94% |
$290K - $323K
|
5.94K
$289K
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.43K- 3.26% |
$291K - $324K
|
191K
$9.29M
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-7.08K- 18.48% |
$320K - $356K
|
31.2K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.4K- 3.84% |
$380K - $423K
|
210K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9.74K- 59.87% |
$441K - $490K
|
6.53K
$317K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 7.43% |
$464K - $517K
|
128K
$6.22M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.9K- 31.54% |
$493K - $549K
|
23.7K
$1.15M
|