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

224

Shares Held

18.3M

Call Options Held

0

Put Options Held

225K

Windmill Hill Asset Management LTD

2.8M
Shares

$136 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.67M
Shares

$130 Million
3.24% of portfolio
Betterment LLC New York, NY

1.97M
Shares

$95.9 Million
0.22% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$44.2 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$42.6 Million
1.94% of portfolio

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