Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2021
Q4 2020
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.13MNew |
$30.7M - $35.1M
|
1.13M
$55.2M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
236KNew |
$6.39M - $7.32M
|
236K
$11.5M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
87K+ 70.87% |
$2.35M - $2.7M
|
210K
$10.2M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.9K+ 37.03% |
$1.49M - $1.7M
|
203K
$9.91M
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.8KNew |
$616K - $706K
|
22.8K
$1.11M
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.7K+ 36.19% |
$588K - $673K
|
81.7K
$3.98M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 538.73% |
$499K - $571K
|
21.9K
$1.07M
|
|
Feb 12, 2021
Q4 2020
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
16.4K+ 29.56% |
$444K - $509K
|
71.9K
$3.51M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 41.36% |
$393K - $449K
|
49.6K
$2.42M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6KNew |
$340K - $390K
|
12.6K
$613K
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12K+ 60.03% |
$325K - $372K
|
32K
$1.56M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
10.2KNew |
$276K - $316K
|
10.2K
$498K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.79K+ 69.04% |
$238K - $272K
|
21.5K
$1.05M
|
|
Feb 16, 2021
Q4 2020
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6.76KNew |
$183K - $210K
|
6.76K
$330K
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.68K+ 35.7% |
$181K - $207K
|
25.4K
$1.24M
|
|
Feb 03, 2021
Q4 2020
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6.67K+ 48.85% |
$181K - $207K
|
20.3K
$991K
|
|
Feb 24, 2021
Q4 2020
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.09K+ 6.21% |
$138K - $158K
|
87.1K
$4.25M
|
|
Jan 14, 2021
Q4 2020
|
Capital City Trust CO
|
BUY
|
- |
4.71KNew |
$127K - $146K
|
4.71K
$229K
|
|
Feb 02, 2021
Q4 2020
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.62K+ 100.57% |
$125K - $143K
|
9.21K
$449K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.91KNew |
$106K - $121K
|
3.91K
$191K
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.88K+ 19.02% |
$105K - $120K
|
24.2K
$1.18M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.59K+ 2.6% |
$97.1K - $111K
|
142K
$6.9M
|
|
Feb 08, 2021
Q4 2020
|
First National Corp
|
BUY
|
- |
3.28KNew |
$88.7K - $102K
|
3.28K
$160K
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
3.18KNew |
$86.1K - $98.5K
|
3.18K
$155K
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 20.71% |
$78.2K - $89.5K
|
16.8K
$821K
|
|
Jan 08, 2021
Q4 2020
|
Diversified Trust CO
|
BUY
|
- |
2.64KNew |
$71.6K - $81.9K
|
2.64K
$129K
|
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.54KNew |
$68.7K - $78.7K
|
2.54K
$124K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.49K+ 484.44% |
$67.4K - $77.2K
|
3K
$146K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.38KNew |
$64.3K - $73.7K
|
2.38K
$116K
|
|
Apr 13, 2021
Q4 2020
|
South Shore Capital Advisors
|
BUY
|
- |
2.37KNew |
$64K - $73.3K
|
2.37K
$115K
|
|
Jan 19, 2021
Q4 2020
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.36KNew |
$63.9K - $73.1K
|
2.36K
$115K
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.17KNew |
$58.6K - $67.1K
|
2.17K
$106K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 22.23% |
$57.5K - $65.8K
|
11.7K
$570K
|
|
Feb 02, 2021
Q4 2020
|
First Pacific Financial
|
BUY
|
- |
1.84K+ 33.01% |
$49.9K - $57.1K
|
7.43K
$362K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 4.57% |
$42.9K - $49.1K
|
36.3K
$1.77M
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 33.39% |
$40.5K - $46.3K
|
5.97K
$291K
|
|
Feb 11, 2021
Q4 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.41K+ 10.66% |
$38.1K - $43.7K
|
14.6K
$713K
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
1.34KNew |
$36.3K - $41.5K
|
1.34K
$65.3K
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.26K+ 66.56% |
$34.1K - $39K
|
3.15K
$153K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 10.72% |
$32.6K - $37.3K
|
12.4K
$606K
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 29.14% |
$30.2K - $34.6K
|
4.95K
$241K
|
|
Feb 09, 2021
Q4 2020
|
Arjuna Capital
|
BUY
|
- |
1.09K+ 14.91% |
$29.6K - $33.9K
|
8.43K
$411K
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
936+ 8.06% |
$25.3K - $29K
|
12.5K
$612K
|
|
Jan 19, 2021
Q4 2020
|
Marino, Stram & Associates LLC
|
BUY
|
- |
931+ 6.92% |
$25.2K - $28.9K
|
14.4K
$701K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
740+ 46.66% |
$20K - $22.9K
|
2.33K
$113K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
646+ 354.95% |
$17.5K - $20K
|
828
$40.4K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
503+ 8.68% |
$13.6K - $15.6K
|
6.3K
$307K
|
|
Feb 03, 2021
Q4 2020
|
West Coast Financial LLC
|
BUY
|
- |
492+ 8.61% |
$13.3K - $15.2K
|
6.2K
$302K
|
|
Feb 05, 2021
Q4 2020
|
Appleton Group, LLC
|
BUY
|
- |
470+ 17.96% |
$12.7K - $14.6K
|
3.09K
$151K
|
|
Jan 26, 2021
Q4 2020
|
Clean Yield Group
|
BUY
|
- |
445New |
$12K - $13.8K
|
445
$21.7K
|