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 |
---|---|---|---|---|---|---|---|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
439New |
$11.9K - $13.6K
|
439
$21.2K
|
|
Feb 12, 2021
Q4 2020
|
Coastline Trust CO
|
BUY
|
- |
400+ 14.04% |
$10.8K - $12.4K
|
3.25K
$157K
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
381+ 36.88% |
$10.3K - $11.8K
|
1.41K
$68.2K
|
|
Feb 11, 2021
Q4 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
380+ 10.94% |
$10.3K - $11.8K
|
3.85K
$186K
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
373+ 1.66% |
$10.1K - $11.6K
|
22.9K
$1.1M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
352+ 13.18% |
$9.53K - $10.9K
|
3.02K
$146K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
327+ 5.06% |
$8.85K - $10.1K
|
6.8K
$328K
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
270+ 53.68% |
$7.31K - $8.37K
|
773
$37.3K
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
BUY
|
- |
250+ 1.76% |
$6.77K - $7.75K
|
14.4K
$696K
|
|
Feb 02, 2021
Q4 2020
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
193+ 1.27% |
$5.22K - $5.98K
|
15.4K
$742K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158+ 32.85% |
$4.28K - $4.9K
|
639
$30.8K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
157+ 39.25% |
$4.25K - $4.87K
|
557
$26.9K
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
150New |
$4.06K - $4.65K
|
150
$7.24K
|
|
Jan 29, 2021
Q4 2020
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
135New |
$3.65K - $4.18K
|
135
$6.51K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
135New |
$3.65K - $4.18K
|
135
$6.51K
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
127+ 5.32% |
$3.44K - $3.94K
|
2.52K
$121K
|
|
Feb 02, 2021
Q4 2020
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$2.71K - $3.1K
|
100
$4.83K
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
88New |
$2.38K - $2.73K
|
88
$4.25K
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
86+ 44.33% |
$2.33K - $2.67K
|
280
$13.5K
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 1.88% |
$1.89K - $2.17K
|
3.79K
$183K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
67+ 66.34% |
$1.81K - $2.08K
|
168
$8.11K
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.04% |
$839 - $961
|
79.6K
$3.84M
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
10+ 0.36% |
$271 - $310
|
2.76K
$133K
|
|
Feb 01, 2021
Q4 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.02% |
$81.2 - $93
|
15.3K
$739K
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.15% |
$81.2 - $93
|
2.05K
$98.9K
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.0% |
$27.1 - $31
|
23.5K
$1.14M
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.37% |
$27.1 - $31
|
266
$12.8K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-20- 0.31% |
$541 - $620
|
6.45K
$311K
|
|
Mar 02, 2021
Q4 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-76- 0.78% |
$2.06K - $2.36K
|
9.65K
$465K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-100Closed |
$2.71K - $3.1K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-140- 1.31% |
$3.79K - $4.34K
|
10.6K
$510K
|
|
Feb 12, 2021
Q4 2020
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-140- 1.39% |
$3.79K - $4.34K
|
9.91K
$478K
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
SELL
|
- |
-151- 0.11% |
$4.09K - $4.68K
|
133K
$6.43M
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-181- 3.22% |
$4.9K - $5.61K
|
5.43K
$262K
|
|
Jan 26, 2021
Q4 2020
|
Eidelman Virant Capital
|
SELL
|
- |
-238- 13.44% |
$6.44K - $7.38K
|
1.53K
$74K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-241- 3.32% |
$6.52K - $7.47K
|
7.02K
$339K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-250- 2.1% |
$6.77K - $7.75K
|
11.6K
$562K
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-356Closed |
$9.64K - $11K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-397- 2.42% |
$10.7K - $12.3K
|
16K
$772K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-555Closed |
$15K - $17.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-580- 3.18% |
$15.7K - $18K
|
17.7K
$852K
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-766- 14.63% |
$20.7K - $23.7K
|
4.47K
$216K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 66.67% |
$27.1K - $31K
|
500
$24.1K
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 5.18% |
$37.7K - $43.2K
|
25.5K
$1.23M
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.47K- 4.14% |
$39.9K - $45.6K
|
34.1K
$1.65M
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.82KClosed |
$49.4K - $56.5K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 6.27% |
$69.3K - $79.3K
|
38.3K
$1.85M
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.14KClosed |
$84.9K - $97.2K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-3.9K- 48.75% |
$106K - $121K
|
4.1K
$198K
|