Creative Planning Spdr S&P 500 Fossil Fuel Reser Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Creative Planning holds 29,900 shares of SPYX stock, worth $1.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

29,900

Previous 31,152 4.02%

Holding current value

$1.5 Million

Previous $1.39 Million 1.66%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$42.38 - $47.25 $53,059 - $59,157	-1,252 Reduced 4.02%	29,900 $1.41 Million
Q2 2024 Aug 15, 2024	SELL	$40.47 - $44.95 $71,429 - $79,336	-1,765 Reduced 5.36%	31,152 $1.39 Million
Q1 2024 May 10, 2024	SELL	$38.19 - $42.8 $962,349 - $1.08 Million	-25,199 Reduced 43.36%	32,917 $1.41 Million
Q4 2023 Feb 14, 2024	BUY	$33.41 - $38.98 $307,706 - $359,005	9,210 Added 18.83%	58,116 $2.26 Million
Q3 2023 Nov 16, 2023	BUY	$34.55 - $37.33 $857,807 - $926,829	24,828 Added 103.11%	48,906 $1.7 Million
Q2 2023 Jul 21, 2023	BUY	$32.81 - $36.17 $98 - $108	3 Added 0.01%	24,078 $870,000
Q1 2023 May 15, 2023	BUY	$31.18 - $96.11 $491,770 - $1.52 Million	15,772 Added 189.96%	24,075 $800,000
Q4 2022 Feb 10, 2023	BUY	$28.84 - $98.94 $317 - $1,088	11 Added 0.13%	8,303 $775,000
Q3 2022 Nov 03, 2022	BUY	$29.05 - $35.08 $17,691 - $21,363	609 Added 7.93%	8,292 $723,000
Q2 2022 Aug 15, 2022	BUY	$29.77 - $37.37 $69,661 - $87,445	2,340 Added 43.8%	7,683 $709,000
Q1 2022 May 16, 2022	SELL	$33.94 - $39.42 $102,430 - $118,969	-3,018 Reduced 36.1%	5,343 $593,000
Q4 2021 Feb 11, 2022	BUY	$35.32 - $39.44 $56,229 - $62,788	1,592 Added 23.52%	8,361 $984,000
Q3 2021 Nov 10, 2021	BUY	$35.12 - $37.49 $175 - $187	5 Added 0.07%	6,769 $719,000
Q2 2021 Aug 04, 2021	BUY	$33.06 - $35.38 $72,037 - $77,093	2,179 Added 47.52%	6,764 $718,000
Q1 2021 Apr 30, 2021	BUY	$30.5 - $32.74 $20,526 - $22,034	673 Added 17.2%	4,585 $450,000
Q4 2020 Jan 29, 2021	BUY	$27.07 - $30.99 $105,897 - $121,232	3,912 New	3,912 $364,000

Others Institutions Holding SPYX

# of Institutions

228

Shares Held

16.7M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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Creative Planning Spdr S&P 500 Fossil Fuel Reser Transaction History