Ellevest, Inc. Spdr S&P 500 Fossil Fuel Reser Transaction History

Ellevest, Inc.

$1.48 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 20, 2019	SELL	N/A	-5,252 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	5,252 New	5,252 $320,000

Others Institutions Holding SPYX

# of Institutions

233

Shares Held

21.9M

Call Options Held

0

Put Options Held

4.5M

Windmill Hill Asset Management LTD

5.93M
Shares

$290 Million
87.16% of portfolio
Choate Investment Advisors Boston, MA

2.55M
Shares

$125 Million
2.94% of portfolio
Betterment LLC New York, NY

1.93M
Shares

$94.7 Million
0.21% of portfolio
Lake Street Advisors Group, LLC

874K
Shares

$42.8 Million
1.98% of portfolio
Partners Capital Investment Group, LLP Boston, MA

840K
Shares

$41.1 Million
0.69% of portfolio

About SPDR S&P 500 FOSSIL FUEL RESER

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