Heritage Wealth Advisors Spdr S&P 500 Fossil Fuel Reser Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Heritage Wealth Advisors holds 87 shares of SPYX stock, worth $4,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,562

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$45.21 - $50.33 $3,933 - $4,378	87 New	87 $3,000

Others Institutions Holding SPYX

# of Institutions

247

Shares Held

21.6M

Call Options Held

Put Options Held

4.5M

Windmill Hill Asset Management LTD

5.93M
Shares

$311 Million
85.48% of portfolio
Choate Investment Advisors Boston, MA

2.55M
Shares

$134 Million
2.94% of portfolio
Betterment LLC New York, NY

1.93M
Shares

$101 Million
0.21% of portfolio
Lake Street Advisors Group, LLC

874K
Shares

$45.8 Million
1.98% of portfolio
Partners Capital Investment Group, LLP Boston, MA

840K
Shares

$44 Million
0.69% of portfolio

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About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

More about SPYX

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Heritage Wealth Advisors Spdr S&P 500 Fossil Fuel Reser Transaction History