Dakota Wealth Management Spdr S&P 500 Fossil Fuel Reser Transaction History

Dakota Wealth Management

$4.18 Billion
Q2 2024

A detailed history of Dakota Wealth Management transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Dakota Wealth Management holds 4,619 shares of SPYX stock, worth $213,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,619

Holding current value

$213,213

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$40.47 - $44.95 $186,930 - $207,624	4,619 New	4,619 $206,000

Others Institutions Holding SPYX

# of Institutions

214

Shares Held

19M

Call Options Held

Put Options Held

Windmill Hill Asset Management LTD

3.96M
Shares

$183 Million
75.26% of portfolio
Choate Investment Advisors Boston, MA

2.68M
Shares

$124 Million
3.15% of portfolio
Betterment LLC New York, NY

1.96M
Shares

$90.5 Million
0.23% of portfolio
Lake Street Advisors Group, LLC

767K
Shares

$35.4 Million
1.67% of portfolio
Partners Capital Investment Group, LLP Boston, MA

736K
Shares

$34 Million
0.62% of portfolio

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About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
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Dakota Wealth Management Spdr S&P 500 Fossil Fuel Reser Transaction History