Bogart Wealth, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	BUY	$35.12 - $37.49 $35 - $37	1 New	1 $0

Others Institutions Holding SPYX

# of Institutions

214

Shares Held

18M

Call Options Held

0

Put Options Held

0

Windmill Hill Asset Management LTD

2.8M
Shares

$131 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.68M
Shares

$126 Million
3.15% of portfolio
Betterment LLC New York, NY

1.96M
Shares

$91.9 Million
0.23% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$40.9 Million
1.94% of portfolio
Partners Capital Investment Group, LLP Boston, MA

736K
Shares

$34.5 Million
0.62% of portfolio

About SPDR S&P 500 FOSSIL FUEL RESER

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