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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

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 49,173 shares of SPYX stock, worth $2.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,173
Previous 50,579 2.78%
Holding current value
$2.4 Million
Previous $2.26 Million 3.02%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
223
Shares Held
18.2M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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