Purchases and Sales Made in Q3 2024 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 2024. 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 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
170K+ 23.15% |
$7.22M - $8.05M
|
907K
$44.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106K+ 13.81% |
$4.49M - $5M
|
873K
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72K+ 14.36% |
$3.05M - $3.4M
|
574K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
35.6K+ 13.36% |
$1.51M - $1.68M
|
302K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.2K+ 40.09% |
$1.24M - $1.38M
|
102K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
24KNew |
$1.02M - $1.13M
|
24K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
21.4K+ 6.18% |
$906K - $1.01M
|
367K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.1K+ 41.82% |
$808K - $901K
|
64.6K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
17.9KNew |
$757K - $844K
|
17.9K
$884K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 64.9% |
$608K - $678K
|
36.5K
$1.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$477K - $532K
|
11.3K
$557K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.19K+ 6.93% |
$347K - $387K
|
126K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.8KNew |
$331K - $369K
|
7.8K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.51K+ 6.08% |
$318K - $355K
|
131K
$6.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.34KNew |
$311K - $347K
|
7.34K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.1K+ 0.36% |
$301K - $335K
|
1.97M
$97.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.04K+ 5.7% |
$298K - $333K
|
131K
$6.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$250K - $278K
|
5.89K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.71KNew |
$242K - $270K
|
5.71K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.68KNew |
$198K - $221K
|
4.68K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.54KNew |
$192K - $215K
|
4.54K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.46KNew |
$189K - $210K
|
4.46K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.84K+ 28.68% |
$163K - $181K
|
17.2K
$852K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.6K+ 19.38% |
$152K - $170K
|
22.2K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.46KNew |
$147K - $164K
|
3.46K
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 24.36% |
$140K - $157K
|
16.9K
$837K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.17K+ 26.3% |
$134K - $150K
|
15.2K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.05K+ 0.65% |
$129K - $144K
|
473K
$23.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.9K+ 12.62% |
$123K - $137K
|
25.9K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.33K+ 49.31% |
$98.9K - $110K
|
7.07K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.09K+ 12.94% |
$88.5K - $98.7K
|
18.2K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 21.52% |
$88.4K - $98.6K
|
11.8K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.89K+ 20.98% |
$80.1K - $89.3K
|
10.9K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.88KNew |
$79.5K - $88.6K
|
1.88K
$92.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46K+ 0.38% |
$61.9K - $69K
|
386K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.44K+ 1.02% |
$61.1K - $68.1K
|
143K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 23.64% |
$57.8K - $64.4K
|
7.13K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 2.63% |
$53.3K - $59.4K
|
49K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
966+ 2.5% |
$40.9K - $45.6K
|
39.7K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
825+ 9.71% |
$35K - $39K
|
9.33K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
785+ 8.24% |
$33.3K - $37.1K
|
10.3K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
775+ 1.7% |
$32.8K - $36.6K
|
46.3K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
726+ 2.17% |
$30.8K - $34.3K
|
34.2K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
499+ 0.92% |
$21.1K - $23.6K
|
54.7K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
420+ 1.81% |
$17.8K - $19.8K
|
23.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
405+ 7.06% |
$17.2K - $19.1K
|
6.14K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
382+ 2.02% |
$16.2K - $18K
|
19.3K
$956K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
325New |
$13.8K - $15.4K
|
325
$16.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
318+ 4.35% |
$13.5K - $15K
|
7.62K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
300+ 4.6% |
$12.7K - $14.2K
|
6.83K
$338K
|