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 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
744New |
$34.6K - $37.1K
|
744
$32.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
630+ 8.83% |
$29.3K - $31.4K
|
7.76K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
600+ 6.43% |
$27.9K - $29.9K
|
9.93K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
596+ 12.26% |
$27.7K - $29.7K
|
5.46K
$236K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
589+ 3.48% |
$27.4K - $29.4K
|
17.5K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
565+ 12.51% |
$26.3K - $28.2K
|
5.08K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
503+ 3.16% |
$23.4K - $25.1K
|
16.4K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
500+ 1.08% |
$23.3K - $25K
|
46.8K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
442+ 0.17% |
$20.6K - $22.1K
|
255K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
422+ 1.55% |
$19.6K - $21.1K
|
27.6K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
397+ 5.45% |
$18.5K - $19.8K
|
7.68K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 2.3% |
$17.6K - $18.9K
|
16.9K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 55.56% |
$14K - $15K
|
840
$36.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
275+ 1.42% |
$12.8K - $13.7K
|
19.6K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
73+ 0.19% |
$3.4K - $3.64K
|
38.2K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.18% |
$2.33K - $2.5K
|
28.1K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40+ 0.75% |
$1.86K - $2K
|
5.39K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.21K - $1.3K
|
6.69K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
23+ 0.15% |
$1.07K - $1.15K
|
15.5K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
23+ 0.27% |
$1.07K - $1.15K
|
8.43K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
20+ 0.28% |
$931 - $998
|
7.27K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.27% |
$744 - $799
|
5.86K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13+ 0.09% |
$605 - $649
|
14.2K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$419 - $449
|
3.47K
$150K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.13% |
$372 - $399
|
6.3K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.78% |
$372 - $399
|
1.04K
$44.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$326 - $349
|
23.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.09% |
$233 - $250
|
5.51K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4+ 0.05% |
$186 - $200
|
7.41K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$140 - $150
|
1.23K
$52.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.04% |
$140 - $150
|
8.28K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$93.1 - $99.8
|
693
$29.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$93.1 - $99.8
|
675
$29.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$46.5 - $49.9
|
1.65K
$71.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$46.5 - $49.9
|
383
$16.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6- 1.05% |
$279 - $299
|
568
$24.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 9.09% |
$372 - $399
|
80
$3.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-8- 0.07% |
$372 - $399
|
10.9K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55- 0.72% |
$2.56K - $2.75K
|
7.57K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 30.27% |
$2.61K - $2.79K
|
129
$5.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-61- 0.18% |
$2.84K - $3.04K
|
33.1K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-74- 1.35% |
$3.44K - $3.69K
|
5.42K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 1.27% |
$4.33K - $4.64K
|
7.25K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 0.57% |
$5.4K - $5.79K
|
20.1K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-162- 10.71% |
$7.54K - $8.09K
|
1.35K
$58.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-165- 2.1% |
$7.68K - $8.24K
|
7.68K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-166- 5.52% |
$7.72K - $8.29K
|
2.84K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-169- 4.56% |
$7.86K - $8.43K
|
3.54K
$153K
|