Institute For Wealth Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 123,606 shares of SPYX stock, worth $5.57 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
123,606
Previous 118,021 4.73%
Holding current value
$5.57 Million
Previous $5.05 Million 9.13%
% of portfolio
0.75%
Previous 0.66%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$40.47 - $44.95 $226,024 - $251,045
5,585 Added 4.73%
123,606 $5.51 Million
Q1 2024

Apr 30, 2024
BUY
$38.19 - $42.8 $60,149 - $67,410
1,575 Added 1.35%
118,021 $5.05 Million
Q4 2023

Jan 31, 2024
SELL
$33.41 - $38.98 $23,520 - $27,441
-704 Reduced 0.6%
116,446 $4.52 Million
Q3 2023

Oct 13, 2023
BUY
$34.55 - $37.33 $373,727 - $403,798
10,817 Added 10.17%
117,150 $4.07 Million
Q2 2023

Jul 25, 2023
BUY
$32.81 - $36.17 $97,609 - $107,605
2,975 Added 2.88%
106,333 $3.85 Million
Q1 2023

Apr 20, 2023
BUY
$31.18 - $96.11 $2.16 Million - $6.67 Million
69,434 Added 204.68%
103,358 $3.44 Million
Q4 2022

Feb 02, 2023
SELL
$90.17 - $98.94 $251,393 - $275,844
-2,788 Reduced 7.59%
33,924 $3.17 Million
Q3 2022

Oct 18, 2022
BUY
N/A
1,703 Added 4.86%
36,712 $3.2 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-8 Reduced 0.02%
35,009 $3.23 Million
Q1 2022

Apr 29, 2022
BUY
N/A
572 Added 1.66%
35,017 $3.89 Million
Q4 2021

Jan 21, 2022
BUY
N/A
3,955 Added 12.97%
34,445 $4.05 Million
Q3 2021

Nov 15, 2021
BUY
N/A
2,834 Added 10.25%
30,490 $3.24 Million
Q2 2021

Jul 21, 2021
BUY
N/A
964 Added 3.61%
27,656 $2.94 Million
Q1 2021

May 04, 2021
BUY
N/A
1,300 Added 5.12%
26,692 $2.62 Million
Q4 2020

Feb 01, 2021
BUY
N/A
6,680 Added 35.7%
25,392 $2.36 Million
Q3 2020

Nov 03, 2020
BUY
N/A
11,175 Added 148.27%
18,712 $1.56 Million
Q2 2020

Jul 30, 2020
BUY
N/A
7,537 New
7,537 $575,000
Q1 2020

Apr 29, 2020
SELL
N/A
-757 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
757 New
757 $60,000

Others Institutions Holding SPYX

# of Institutions
214
Shares Held
19M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
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More about SPYX
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