Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
34.5K+ 8.46% |
$1.75M - $1.89M
|
442K
$24M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.5KNew |
$534K - $578K
|
10.5K
$573K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.13KNew |
$464K - $502K
|
9.13K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 207.36% |
$255K - $275K
|
7.43K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.01K+ 38.87% |
$102K - $110K
|
7.16K
$390K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 10.06% |
$73.3K - $79.3K
|
15.8K
$859K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 14.44% |
$60.2K - $65.1K
|
9.39K
$511K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
373+ 0.5% |
$18.9K - $20.5K
|
75.1K
$4.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
100+ 0.95% |
$5.08K - $5.5K
|
10.6K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
97+ 0.62% |
$4.93K - $5.33K
|
15.7K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
76+ 4.17% |
$3.86K - $4.18K
|
1.9K
$103K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.21% |
$660 - $714
|
1.08K
$59K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.09% |
$203 - $220
|
4.39K
$239K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.26% |
$152 - $165
|
1.17K
$63.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.06% |
$152 - $165
|
4.65K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.32% |
$50.8 - $55
|
309
$16.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.19% |
$50.8 - $55
|
532
$29K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-47- 1.61% |
$2.39K - $2.58K
|
2.87K
$156K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-77- 0.39% |
$3.91K - $4.23K
|
19.8K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 1.06% |
$6.09K - $6.59K
|
11.3K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-136- 1.55% |
$6.91K - $7.47K
|
8.61K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 0.15% |
$10.7K - $11.6K
|
144K
$7.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-230- 5.1% |
$11.7K - $12.6K
|
4.28K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-325- 2.43% |
$16.5K - $17.9K
|
13K
$709K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-428- 27.49% |
$21.7K - $23.5K
|
1.13K
$61.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-446- 0.34% |
$22.7K - $24.5K
|
131K
$7.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-451- 7.17% |
$22.9K - $24.8K
|
5.84K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-935- 1.29% |
$47.5K - $51.4K
|
71.5K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.21K- 0.82% |
$61.6K - $66.7K
|
146K
$7.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 14.04% |
$85K - $91.9K
|
10.2K
$558K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.81K- 24.32% |
$92K - $99.5K
|
5.64K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.1K- 2.86% |
$259K - $280K
|
173K
$9.41M
|