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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282New |
$12K - $13.3K
|
282
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
240+ 1.19% |
$10.2K - $11.3K
|
20.3K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
182+ 3.52% |
$7.71K - $8.6K
|
5.35K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166New |
$7.04K - $7.84K
|
166
$8.21K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
164+ 0.39% |
$6.95K - $7.75K
|
42.4K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
142+ 0.2% |
$6.02K - $6.71K
|
70.5K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
141New |
$5.98K - $6.66K
|
141
$6.98K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133+ 64.56% |
$5.64K - $6.28K
|
339
$16.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
123+ 0.49% |
$5.21K - $5.81K
|
25.2K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
112+ 0.03% |
$4.75K - $5.29K
|
419K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
88New |
$3.73K - $4.16K
|
88
$4.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
55+ 0.41% |
$2.33K - $2.6K
|
13.5K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
48+ 0.24% |
$2.03K - $2.27K
|
19.9K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 5.8% |
$1.7K - $1.89K
|
730
$36.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35+ 0.29% |
$1.48K - $1.65K
|
11.9K
$591K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.19% |
$1.36K - $1.51K
|
16.5K
$817K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.47% |
$1.19K - $1.32K
|
6.01K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$1.1K - $1.23K
|
9.61K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22+ 0.26% |
$932 - $1.04K
|
8.4K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.26% |
$805 - $898
|
7.25K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18+ 0.01% |
$763 - $851
|
254K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.27% |
$678 - $756
|
5.85K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.85% |
$593 - $662
|
1.65K
$81.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.14% |
$381 - $425
|
6.3K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$297 - $331
|
23.3K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7+ 0.09% |
$297 - $331
|
7.41K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.09% |
$170 - $189
|
4.52K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.04% |
$127 - $142
|
8.27K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$127 - $142
|
1.22K
$60.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.01% |
$127 - $142
|
29.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$84.8 - $94.5
|
673
$33.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$42.4 - $47.3
|
3.33K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$42.4 - $47.3
|
382
$18.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$42.4 - $47.3
|
691
$34.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7- 1.2% |
$297 - $331
|
574
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.14% |
$381 - $425
|
6.35K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.72% |
$466 - $520
|
1.51K
$74.8K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16- 0.06% |
$678 - $756
|
28K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-58- 0.69% |
$2.46K - $2.74K
|
8.29K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-61- 1.99% |
$2.59K - $2.88K
|
3.01K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 1.73% |
$4.15K - $4.63K
|
5.57K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-100- 0.63% |
$4.24K - $4.73K
|
15.8K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 0.66% |
$4.37K - $4.87K
|
15.5K
$767K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115- 1.25% |
$4.87K - $5.43K
|
9.06K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-122- 1.8% |
$5.17K - $5.76K
|
6.66K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-133- 3.46% |
$5.64K - $6.28K
|
3.71K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-146- 1.54% |
$6.19K - $6.9K
|
9.35K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-188- 0.26% |
$7.97K - $8.88K
|
72.4K
$3.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.04% |
$8.48K - $9.45K
|
4.75K
$235K
|