Purchases and Sales Made in Q4 2022 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 2022. 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 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
226KNew |
$6.52M - $22.4M
|
226K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
207KNew |
$5.96M - $20.4M
|
207K
$9.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
96.6K+ 101.15% |
$2.79M - $9.56M
|
192K
$9.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81K+ 761.65% |
$2.34M - $8.02M
|
91.7K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.2K+ 175.67% |
$1.68M - $5.76M
|
91.4K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
34.4K+ 3.65% |
$992K - $3.4M
|
976K
$45.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.6K+ 2.77% |
$823K - $2.82M
|
1.06M
$49.7M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25.3KNew |
$730K - $2.51M
|
25.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.9K+ 780.56% |
$661K - $2.27M
|
25.9K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 4.06% |
$446K - $1.53M
|
397K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.7K+ 27.83% |
$425K - $1.46M
|
67.7K
$3.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 201.5% |
$348K - $1.2M
|
18.1K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$327K - $1.12M
|
11.3K
$531K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.2K+ 6.65% |
$324K - $1.11M
|
180K
$8.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4K+ 1.54% |
$299K - $1.03M
|
685K
$32.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.8K+ 54.47% |
$283K - $970K
|
27.8K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.9K+ 18.8% |
$257K - $880K
|
56.2K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.55K+ 6.14% |
$189K - $648K
|
113K
$5.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.14KNew |
$177K - $607K
|
6.14K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.96K+ 4.68% |
$172K - $590K
|
134K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.61K+ 25.98% |
$162K - $555K
|
27.2K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.87K+ 15.47% |
$140K - $482K
|
36.3K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.68K+ 16.0% |
$135K - $463K
|
33.9K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.61KNew |
$133K - $456K
|
4.61K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.59K+ 113.87% |
$132K - $454K
|
8.62K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
3.98K+ 19.49% |
$115K - $394K
|
24.4K
$1.15M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.94KNew |
$113K - $389K
|
3.94K
$185K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.3K+ 6.89% |
$95.2K - $327K
|
51.2K
$2.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
3.25KNew |
$93.8K - $322K
|
3.25K
$153K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.99KNew |
$86.2K - $296K
|
2.99K
$140K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
2.93K+ 27.06% |
$84.6K - $290K
|
13.8K
$646K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 39.84% |
$82K - $281K
|
9.98K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.75KNew |
$79.2K - $272K
|
2.75K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 78.8% |
$75.6K - $259K
|
5.95K
$279K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.56KNew |
$73.9K - $253K
|
2.56K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.52KNew |
$72.6K - $249K
|
2.52K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$71.8K - $246K
|
2.49K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.31KNew |
$66.6K - $228K
|
2.31K
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.21K+ 2.2% |
$63.7K - $218K
|
103K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.14KNew |
$61.7K - $212K
|
2.14K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.98K+ 15.38% |
$57K - $196K
|
14.8K
$695K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.81K+ 3.51% |
$52.2K - $179K
|
53.3K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 21.37% |
$49K - $168K
|
9.65K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68K+ 4.7% |
$48.3K - $166K
|
37.3K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.62KNew |
$46.7K - $160K
|
1.62K
$76K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.5K+ 6.47% |
$43.1K - $148K
|
24.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 2.26% |
$38.7K - $133K
|
60.8K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
954+ 21.81% |
$27.5K - $94.4K
|
5.33K
$250K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
874+ 3.2% |
$25.2K - $86.5K
|
28.2K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
825+ 7.57% |
$23.8K - $81.6K
|
11.7K
$550K
|