Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
112+ 1.59% |
$3.87K - $4.18K
|
7.17K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
111+ 1.53% |
$3.84K - $4.14K
|
7.34K
$356K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 4.51% |
$2.52K - $2.73K
|
1.69K
$82K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 1.94% |
$2.52K - $2.73K
|
3.83K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
55+ 0.59% |
$1.9K - $2.05K
|
9.43K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.31% |
$864 - $933
|
8.19K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.29% |
$656 - $709
|
6.68K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19+ 0.29% |
$656 - $709
|
6.68K
$324K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.33% |
$553 - $597
|
4.93K
$239K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.15% |
$449 - $485
|
8.81K
$428K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.18% |
$380 - $411
|
6.26K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.08% |
$207 - $224
|
7.3K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.3% |
$138 - $149
|
1.36K
$65.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.28% |
$104 - $112
|
1.07K
$51.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.27% |
$34.6 - $37.3
|
366
$17.8K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$34.6 - $37.3
|
34
$1.65K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$7.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$34.6 - $37.3
|
6.35K
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 0.02% |
$34.6 - $37.3
|
4.02K
$195K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$34.6 - $37.3
|
3.38K
$164K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.01% |
$276 - $299
|
101K
$4.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.19% |
$346 - $373
|
5.39K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.48% |
$1.73K - $1.87K
|
10.3K
$502K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-81- 0.72% |
$2.8K - $3.02K
|
11.2K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-112- 1.02% |
$3.87K - $4.18K
|
10.8K
$526K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-129- 1.19% |
$4.46K - $4.82K
|
10.7K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-132- 1.28% |
$4.56K - $4.93K
|
10.2K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-139- 0.58% |
$4.8K - $5.19K
|
23.7K
$1.15M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 15.87% |
$6.91K - $7.47K
|
1.06K
$51.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-272- 0.28% |
$9.4K - $10.2K
|
97K
$4.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-299- 3.48% |
$10.3K - $11.2K
|
8.28K
$402K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-301- 0.3% |
$10.4K - $11.2K
|
100K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-305- 1.11% |
$10.5K - $11.4K
|
27.1K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-320- 1.92% |
$11.1K - $11.9K
|
16.3K
$791K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-322- 1.46% |
$11.1K - $12K
|
21.8K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-344- 3.6% |
$11.9K - $12.8K
|
9.22K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-370- 3.33% |
$12.8K - $13.8K
|
10.7K
$520K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-377- 1.65% |
$13K - $14.1K
|
22.4K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-434- 34.8% |
$15K - $16.2K
|
813
$39.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-444- 4.26% |
$15.3K - $16.6K
|
9.98K
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-591- 11.28% |
$20.4K - $22.1K
|
4.65K
$225K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-596- 33.02% |
$20.6K - $22.2K
|
1.21K
$58.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-704- 0.96% |
$24.3K - $26.3K
|
73K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-777- 37.09% |
$26.8K - $29K
|
1.32K
$63.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-777- 6.27% |
$26.8K - $29K
|
11.6K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1K- 1.46% |
$34.6K - $37.4K
|
67.6K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 5.68% |
$35.2K - $38.1K
|
16.9K
$822K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.4K- 0.52% |
$48.3K - $52.2K
|
269K
$13M
|