North Berkeley Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
North Berkeley Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 7,098 shares of SPYX stock, worth $386,273. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,098
Previous 5,557
27.73%
Holding current value
$386,273
Previous $254 Million
42.19%
% of portfolio
0.33%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPYX
# of Institutions
251Shares Held
21.1MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.93MShares$323 Million85.48% of portfolio
-
Choate Investment Advisors Boston, MA2.52MShares$137 Million2.96% of portfolio
-
Betterment LLC New York, NY1.93MShares$105 Million0.21% of portfolio
-
Lake Street Advisors Group, LLC874KShares$47.6 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$46 Million0.0% of portfolio