Baldwin Brothers LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Baldwin Brothers LLC

$13.5 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$40.47 - $44.95 $2,630 - $2,921	65 Added 2.68%	2,490 $111,000
Q2 2023 Jul 14, 2023	SELL	$32.81 - $36.17 $164 - $180	-5 Reduced 0.21%	2,425 $87,000
Q1 2023 Apr 21, 2023	BUY	$31.18 - $96.11 $50,511 - $155,698	1,620 Added 200.0%	2,430 $80,000
Q2 2022 Jul 18, 2022	BUY	$29.77 - $37.37 $893 - $1,121	30 Added 3.85%	810 $75,000
Q2 2021 Jul 30, 2021	BUY	$33.06 - $35.38 $231 - $247	7 Added 0.91%	780 $83,000
Q4 2020 Jan 12, 2021	BUY	$27.07 - $30.99 $7,308 - $8,367	270 Added 53.68%	773 $72,000
Q3 2020 Oct 16, 2020	BUY	$25.62 - $29.65 $4,432 - $5,129	173 Added 52.42%	503 $42,000
Q3 2019 Oct 10, 2019	BUY	$24.06 - $24.56 $6,977 - $7,122	290 Added 725.0%	330 $24,000
Q2 2019 Jul 19, 2019	BUY	N/A	40 New	40 $3,000

Others Institutions Holding SPYX

# of Institutions

228

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Choate Investment Advisors Boston, MA

2.6M
Shares

$130 Million
3.04% of portfolio
Betterment LLC New York, NY

1.97M
Shares

$98.6 Million
0.22% of portfolio
Windmill Hill Asset Management LTD

1.28M
Shares

$64.2 Million
68.18% of portfolio
Lake Street Advisors Group, LLC

874K
Shares

$43.8 Million
1.98% of portfolio
Partners Capital Investment Group, LLP Boston, MA

600K
Shares

$30.1 Million
0.86% of portfolio

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