Moneta Group Investment Advisors LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 14,161 shares of SPYX stock, worth $691,198. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,161
Previous 14,769 4.12%
Holding current value
$691,198
Previous $658,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$42.38 - $47.25 $25,767 - $28,728
-608 Reduced 4.12%
14,161 $669,000
Q2 2024

Aug 13, 2024
SELL
$40.47 - $44.95 $42,412 - $47,107
-1,048 Reduced 6.63%
14,769 $658,000
Q1 2024

Aug 13, 2024
SELL
$38.19 - $42.8 $204,545 - $229,236
-5,356 Reduced 25.3%
15,817 $676,000
Q4 2023

Feb 15, 2024
BUY
$33.41 - $38.98 $97,089 - $113,275
2,906 Added 15.91%
21,173 $821,000
Q3 2023

Nov 15, 2023
BUY
$34.55 - $37.33 $631,124 - $681,907
18,267 New
18,267 $634,000
Q2 2022

Aug 15, 2022
SELL
$29.77 - $37.37 $42,184 - $52,953
-1,417 Reduced 38.94%
2,222 $205,000
Q1 2022

May 11, 2022
BUY
$33.94 - $39.42 $1,832 - $2,128
54 Added 1.51%
3,639 $404,000
Q4 2021

Feb 11, 2022
BUY
$35.32 - $39.44 $9,253 - $10,333
262 Added 7.88%
3,585 $422,000
Q3 2021

Nov 12, 2021
BUY
$35.12 - $37.49 $9,482 - $10,122
270 Added 8.84%
3,323 $353,000
Q2 2021

Aug 13, 2021
BUY
$33.06 - $35.38 $9,355 - $10,012
283 Added 10.22%
3,053 $324,000
Q1 2021

May 14, 2021
BUY
$30.5 - $32.74 $7,076 - $7,595
232 Added 9.14%
2,770 $272,000
Q4 2020

Feb 12, 2021
BUY
$27.07 - $30.99 $68,703 - $78,652
2,538 New
2,538 $236,000

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

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