Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.3M - $13.2M
|
339K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
297K+ 1079.95% |
$9.93M - $11.6M
|
325K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 186.95% |
$7.21M - $8.41M
|
331K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
173K+ 64.86% |
$5.79M - $6.75M
|
440K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
116KNew |
$3.87M - $4.51M
|
116K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 142.97% |
$3.47M - $4.05M
|
177K
$8.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.4K+ 351.34% |
$2.25M - $2.63M
|
86.6K
$4.28M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.7K+ 148.45% |
$1.73M - $2.02M
|
86.6K
$4.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.3K+ 34.81% |
$1.35M - $1.57M
|
156K
$7.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
37.1K+ 17.22% |
$1.24M - $1.44M
|
252K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
30.5K+ 314.4% |
$1.02M - $1.19M
|
40.1K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9KNew |
$1M - $1.17M
|
29.9K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22.7KNew |
$759K - $885K
|
22.7K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.7K+ 56.19% |
$758K - $884K
|
63K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 15.59% |
$679K - $792K
|
151K
$7.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
19.2K+ 11.31% |
$642K - $750K
|
189K
$9.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 6.13% |
$590K - $688K
|
305K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.7K+ 3.76% |
$558K - $651K
|
461K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$809K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.2KNew |
$543K - $633K
|
16.2K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
16.1KNew |
$538K - $628K
|
16.1K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 9.79% |
$317K - $370K
|
107K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.21K+ 18.83% |
$308K - $359K
|
58.1K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.7K+ 103.2% |
$290K - $339K
|
17.1K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.06KNew |
$269K - $314K
|
8.06K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.7KNew |
$257K - $300K
|
7.7K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.5K+ 77.46% |
$217K - $253K
|
14.9K
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.46KNew |
$216K - $252K
|
6.46K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25KNew |
$209K - $243K
|
6.25K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$197K - $230K
|
5.89K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.86K+ 20.11% |
$196K - $228K
|
35K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
5.7KNew |
$190K - $222K
|
5.7K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$189K - $220K
|
5.65K
$279K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.51KNew |
$184K - $215K
|
5.51K
$272K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$184K - $215K
|
5.51K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.45KNew |
$182K - $213K
|
5.45K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.45KNew |
$182K - $212K
|
5.45K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.41KNew |
$181K - $211K
|
5.41K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.95K+ 7.57% |
$165K - $193K
|
70.4K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
4.78K+ 33.05% |
$160K - $186K
|
19.2K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.99KNew |
$133K - $155K
|
3.99K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 8.45% |
$128K - $149K
|
49.1K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.69K+ 0.13% |
$123K - $144K
|
2.77M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 1.95% |
$119K - $139K
|
186K
$9.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.33KNew |
$111K - $130K
|
3.33K
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.27K+ 24.99% |
$109K - $127K
|
16.3K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.93K+ 26.79% |
$97.7K - $114K
|
13.8K
$685K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.91K+ 15.91% |
$97.1K - $113K
|
21.2K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.7K+ 5.78% |
$90.2K - $105K
|
49.4K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 2.19% |
$88.5K - $103K
|
123K
$6.11M
|