Confluence Wealth Services, Inc. Spdr S&P 500 Fossil Fuel Reser Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding SPYX
# of Institutions
249Shares Held
21.6MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.93MShares$328 Million86.32% of portfolio
-
Choate Investment Advisors Boston, MA2.52MShares$139 Million2.96% of portfolio
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Betterment LLC New York, NY1.93MShares$107 Million0.21% of portfolio
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Lake Street Advisors Group, LLC874KShares$48.3 Million1.98% of portfolio
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Bank Of America Corp Charlotte, NC846KShares$46.8 Million0.0% of portfolio