Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
BUY
|
- |
360+ 9.31% |
$11.9K - $12.7K
|
4.23K
$204K
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
283+ 10.22% |
$9.36K - $10K
|
3.05K
$147K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
267+ 13.86% |
$8.83K - $9.45K
|
2.19K
$106K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
263New |
$8.69K - $9.3K
|
263
$12.7K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
195+ 9.22% |
$6.45K - $6.9K
|
2.31K
$111K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144New |
$4.76K - $5.09K
|
144
$6.95K
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
90+ 1.75% |
$2.98K - $3.18K
|
5.23K
$252K
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
81+ 0.31% |
$2.68K - $2.87K
|
25.8K
$1.25M
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
80New |
$2.64K - $2.83K
|
80
$3.86K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
73New |
$2.41K - $2.58K
|
73
$3.52K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
62New |
$2.05K - $2.19K
|
62
$2.99K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 1.65% |
$1.65K - $1.77K
|
3.07K
$148K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
48New |
$1.59K - $1.7K
|
48
$2.32K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.38% |
$860 - $920
|
6.84K
$330K
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
BUY
|
- |
24+ 27.27% |
$793 - $849
|
112
$5.4K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$661 - $708
|
20
$965
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
17New |
$562 - $601
|
17
$820
|
|
Jul 23, 2021
Q2 2021
|
First Pacific Financial
|
BUY
|
- |
14+ 0.28% |
$463 - $495
|
4.97K
$240K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.08% |
$397 - $425
|
15.8K
$761K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11+ 0.17% |
$364 - $389
|
6.32K
$305K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10+ 2.28% |
$331 - $354
|
449
$21.7K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
8New |
$264 - $283
|
8
$386
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
7+ 0.91% |
$231 - $248
|
780
$37.6K
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.15% |
$99.2 - $106
|
2.06K
$99.2K
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$99.2 - $106
|
11
$531
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.2% |
$66.1 - $70.8
|
1.01K
$48.7K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
$33.1 - $35.4
|
311
$15K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6- 0.04% |
$198 - $212
|
15.3K
$739K
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 0.37% |
$496 - $531
|
4.09K
$197K
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-27- 1.75% |
$893 - $955
|
1.52K
$73.3K
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-28- 1.19% |
$926 - $991
|
2.32K
$112K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-69- 11.46% |
$2.28K - $2.44K
|
533
$25.7K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 1.33% |
$3.14K - $3.36K
|
7.05K
$340K
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-99- 4.09% |
$3.27K - $3.5K
|
2.32K
$112K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.63% |
$3.31K - $3.54K
|
6.02K
$290K
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-112- 4.41% |
$3.7K - $3.96K
|
2.43K
$117K
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-180- 2.71% |
$5.95K - $6.37K
|
6.47K
$312K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-193- 7.32% |
$6.38K - $6.83K
|
2.44K
$118K
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
SELL
|
- |
-195- 4.87% |
$6.45K - $6.9K
|
3.81K
$184K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218Closed |
$7.21K - $7.71K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-241- 12.74% |
$7.97K - $8.53K
|
1.65K
$79.7K
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-250- 6.85% |
$8.27K - $8.85K
|
3.4K
$164K
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-250- 10.89% |
$8.27K - $8.85K
|
2.05K
$98.7K
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-437- 7.72% |
$14.4K - $15.5K
|
5.22K
$252K
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-508- 2.2% |
$16.8K - $18K
|
22.6K
$1.09M
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-566- 0.6% |
$18.7K - $20K
|
93.3K
$4.5M
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-596- 6.47% |
$19.7K - $21.1K
|
8.62K
$416K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-640- 60.38% |
$21.2K - $22.6K
|
420
$20.3K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-762- 27.18% |
$25.2K - $27K
|
2.04K
$98.5K
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-773- 19.8% |
$25.6K - $27.3K
|
3.13K
$151K
|