Purchases and Sales Made in Q4 2024 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 2024. 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 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.6K+ 5.62% |
$961K - $1.03M
|
388K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$497K - $533K
|
10.7K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.7K+ 116.88% |
$405K - $434K
|
16.2K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69KNew |
$358K - $384K
|
7.69K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.53K+ 5.76% |
$350K - $376K
|
138K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.6K+ 173.05% |
$261K - $279K
|
8.84K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.57K+ 42.74% |
$120K - $128K
|
8.58K
$424K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.27K+ 19.26% |
$106K - $113K
|
14.1K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.66K+ 16.09% |
$77.2K - $82.9K
|
12K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
744New |
$34.6K - $37.1K
|
744
$36.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
600+ 6.43% |
$27.9K - $29.9K
|
9.93K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
565+ 12.51% |
$26.3K - $28.2K
|
5.08K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
422+ 1.55% |
$19.6K - $21.1K
|
27.6K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
397+ 5.45% |
$18.5K - $19.8K
|
7.68K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 2.3% |
$17.6K - $18.9K
|
16.9K
$835K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 55.56% |
$14K - $15K
|
840
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
73+ 0.19% |
$3.4K - $3.64K
|
38.2K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.21K - $1.3K
|
6.69K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
23+ 0.15% |
$1.07K - $1.15K
|
15.5K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.27% |
$744 - $799
|
5.86K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.78% |
$372 - $399
|
1.04K
$51.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$326 - $349
|
23.3K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$140 - $150
|
1.23K
$60.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$93.1 - $99.8
|
693
$34.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$46.5 - $49.9
|
383
$18.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 9.09% |
$372 - $399
|
80
$3.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55- 0.72% |
$2.56K - $2.75K
|
7.57K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 30.27% |
$2.61K - $2.79K
|
129
$6.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-61- 0.18% |
$2.84K - $3.04K
|
33.1K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 0.57% |
$5.4K - $5.79K
|
20.1K
$992K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-165- 2.1% |
$7.68K - $8.24K
|
7.68K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-166- 5.52% |
$7.72K - $8.29K
|
2.84K
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.21% |
$9.31K - $9.98K
|
4.55K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-225- 2.71% |
$10.5K - $11.2K
|
8.07K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-340- 1.53% |
$15.8K - $17K
|
21.8K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420- 6.62% |
$19.5K - $21K
|
5.93K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.53K- 5.56% |
$71.3K - $76.5K
|
26K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.97K- 25.13% |
$91.8K - $98.5K
|
5.88K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.13K- 7.18% |
$99.2K - $106K
|
27.5K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.13K- 33.44% |
$145K - $156K
|
6.23K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.14K- 17.59% |
$146K - $157K
|
14.7K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.06K- 9.58% |
$189K - $202K
|
38.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.73K- 1.56% |
$220K - $236K
|
298K
$14.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.91K- 6.17% |
$229K - $245K
|
74.6K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 69.03% |
$238K - $255K
|
2.3K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.51M- 54.13% |
$70.4M - $75.5M
|
1.28M
$63.4M
|