Modera Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Modera Wealth Management, LLC holds 48,732 shares of SPYX stock, worth $2.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

48,732

Previous 48,356 0.78%

Holding current value

$2.7 Million

Previous $2.21 Million 12.16%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$40.79 - $50.93 $15,337 - $19,149	376 Added 0.78%	48,732 $2.48 Million
Q4 2024 Feb 05, 2025	SELL	$46.53 - $49.91 $38,015 - $40,776	-817 Reduced 1.66%	48,356 $2.33 Million
Q3 2024 Oct 24, 2024	SELL	$42.38 - $47.25 $59,586 - $66,433	-1,406 Reduced 2.78%	49,173 $2.32 Million
Q2 2024 Jul 29, 2024	BUY	$40.47 - $44.95 $30,676 - $34,072	758 Added 1.52%	50,579 $2.26 Million
Q1 2024 May 14, 2024	BUY	$38.19 - $42.8 $16,498 - $18,489	432 Added 0.87%	49,821 $2.13 Million
Q4 2023 Feb 14, 2024	BUY	$33.41 - $38.98 $90,206 - $105,245	2,700 Added 5.78%	49,389 $1.92 Million
Q3 2023 Nov 30, 2023	SELL	$34.55 - $37.33 $178,692 - $193,070	-5,172 Reduced 9.97%	46,689 $1.62 Million
Q3 2023 Nov 01, 2023	BUY	$34.55 - $37.33 $380,360 - $410,965	11,009 Added 26.95%	51,861 $1.8 Million
Q2 2023 Aug 07, 2023	BUY	$32.81 - $36.17 $245,746 - $270,913	7,490 Added 22.45%	40,852 $1.48 Million
Q1 2023 May 05, 2023	BUY	$31.18 - $96.11 $691,354 - $2.13 Million	22,173 Added 198.17%	33,362 $1.11 Million
Q4 2022 Feb 07, 2023	SELL	$28.84 - $98.94 $17,448 - $59,858	-605 Reduced 5.13%	11,189 $1.04 Million
Q2 2022 Jul 27, 2022	SELL	$29.77 - $37.37 $85,826 - $107,737	-2,883 Reduced 19.64%	11,794 $1.09 Million
Q1 2022 May 03, 2022	SELL	$33.94 - $39.42 $87,395 - $101,506	-2,575 Reduced 14.93%	14,677 $1.63 Million
Q4 2021 Feb 04, 2022	SELL	$35.32 - $39.44 $48,706 - $54,387	-1,379 Reduced 7.4%	17,252 $2.03 Million
Q3 2021 Nov 04, 2021	BUY	$35.12 - $37.49 $4,706 - $5,023	134 Added 0.72%	18,631 $1.98 Million
Q2 2021 Aug 02, 2021	BUY	$33.06 - $35.38 $47,738 - $51,088	1,444 Added 8.47%	18,497 $1.96 Million
Q1 2021 Apr 29, 2021	BUY	$30.5 - $32.74 $74,054 - $79,492	2,428 Added 16.6%	17,053 $1.68 Million
Q4 2020 Feb 11, 2021	BUY	$27.07 - $30.99 $38,141 - $43,664	1,409 Added 10.66%	14,625 $1.36 Million
Q3 2020 Nov 12, 2020	BUY	$25.62 - $29.65 $216,693 - $250,779	8,458 Added 177.76%	13,216 $1.1 Million
Q2 2020 Aug 12, 2020	BUY	$20.33 - $26.56 $96,730 - $126,372	4,758 New	4,758 $363,000

Others Institutions Holding SPYX

# of Institutions

252

Shares Held

21M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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Modera Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History