Trademark Financial Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Trademark Financial Management, LLC
- $131 Billion
- Q1 2025
A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,785 shares of SPYX stock, worth $355,930. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,785
Previous 7,677
1.41%
Holding current value
$355,930
Previous $370 Million
3.65%
% of portfolio
0.27%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding SPYX
# of Institutions
232Shares Held
21.9MCall Options Held
0Put Options Held
4.5M-
Windmill Hill Asset Management LTD5.93MShares$271 Million87.16% of portfolio
-
Choate Investment Advisors Boston, MA2.55MShares$117 Million2.94% of portfolio
-
Betterment LLC New York, NY1.93MShares$88.4 Million0.21% of portfolio
-
Lake Street Advisors Group, LLC874KShares$40 Million1.98% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA840KShares$38.4 Million0.69% of portfolio