Nalls Sherbakoff Group, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Nalls Sherbakoff Group, LLC

$112 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Oct 17, 2023	SELL	$31.18 - $96.11 $155 - $480	-5 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	4 Added 400.0%	5 $0
Q4 2018 Feb 13, 2019	BUY	N/A	1 New	1 $0

Others Institutions Holding SPYX

# of Institutions

218

Shares Held

18.1M

Call Options Held

0

Put Options Held

0

Windmill Hill Asset Management LTD

2.8M
Shares

$137 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.68M
Shares

$132 Million
3.15% of portfolio
Betterment LLC New York, NY

1.96M
Shares

$96.1 Million
0.23% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$44.5 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$42.8 Million
1.94% of portfolio

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