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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21- 0.15% |
$702 - $819
|
14.1K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.31% |
$835 - $974
|
8.17K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-25- 2.06% |
$835 - $974
|
1.19K
$58.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-35- 1.04% |
$1.17K - $1.36K
|
3.34K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 2.72% |
$1.5K - $1.75K
|
1.61K
$79.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.48% |
$1.67K - $1.95K
|
10.3K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-65- 0.58% |
$2.17K - $2.53K
|
11.2K
$552K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-84- 0.56% |
$2.81K - $3.27K
|
14.9K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-95- 0.35% |
$3.17K - $3.7K
|
27.3K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-126- 1.17% |
$4.21K - $4.91K
|
10.6K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-160- 0.71% |
$5.35K - $6.24K
|
22.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-183- 1.81% |
$6.11K - $7.13K
|
9.94K
$492K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-199- 2.14% |
$6.65K - $7.76K
|
9.11K
$451K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-214- 3.53% |
$7.15K - $8.34K
|
5.85K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-250- 2.89% |
$8.35K - $9.75K
|
8.4K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-381- 35.71% |
$12.7K - $14.9K
|
686
$33.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-458- 6.86% |
$15.3K - $17.9K
|
6.22K
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-458- 6.86% |
$15.3K - $17.9K
|
6.22K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-520- 5.9% |
$17.4K - $20.3K
|
8.29K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-537- 4.63% |
$17.9K - $20.9K
|
11.1K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-552- 5.09% |
$18.4K - $21.5K
|
10.3K
$509K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-694- 41.07% |
$23.2K - $27.1K
|
996
$49.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-704- 0.6% |
$23.5K - $27.4K
|
116K
$5.76M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-794- 8.61% |
$26.5K - $31K
|
8.43K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 1.51% |
$34.1K - $39.8K
|
66.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 1.3% |
$35.4K - $41.3K
|
80.5K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 20.24% |
$36.5K - $42.5K
|
4.3K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.53K- 1.99% |
$51.2K - $59.7K
|
75.6K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.66K- 0.75% |
$55.6K - $64.9K
|
220K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.99K- 5.95% |
$66.5K - $77.5K
|
31.4K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.07K- 2.46% |
$69.2K - $80.7K
|
82.2K
$4.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.19K- 8.09% |
$73.2K - $85.4K
|
24.9K
$1.23M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.4K- 23.44% |
$80.2K - $93.6K
|
7.84K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.51K- 12.02% |
$83.8K - $97.7K
|
18.4K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.56K- 16.0% |
$85.4K - $99.6K
|
13.4K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.34K- 1.45% |
$145K - $169K
|
294K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.91K- 4.91% |
$164K - $192K
|
95.1K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.09K- 49.69% |
$170K - $198K
|
5.16K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.56K- 3.49% |
$252K - $295K
|
209K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.75K- 0.37% |
$259K - $302K
|
2.08M
$103M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.87K- 8.79% |
$296K - $346K
|
91.9K
$4.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.08K- 30.21% |
$303K - $354K
|
21K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-9.61K- 2.22% |
$321K - $375K
|
424K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.6K- 43.94% |
$388K - $453K
|
14.8K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34K- 5.34% |
$1.13M - $1.32M
|
602K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 47.46% |
$1.23M - $1.44M
|
40.9K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.5K- 80.59% |
$1.39M - $1.62M
|
10K
$495K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46K- 13.09% |
$1.54M - $1.79M
|
305K
$15.1M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-125K- 26.49% |
$4.16M - $4.86M
|
346K
$17.1M
|