Sensible Financial Planning & Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History

Sensible Financial Planning & Management, Llc.

$524 Million
Q2 2025

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 385,557 shares of SPYX stock, worth $20.7 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

385,557

Previous 386,855 0.34%

Holding current value

$20.7 Million

Previous $17.7 Million 10.95%

% of portfolio

3.75%

Previous 3.53%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$40.79 - $50.93 $52,945 - $66,107	-1,298 Reduced 0.34%	385,557 $19.6 Million
Q1 2025 Apr 28, 2025	BUY	$45.21 - $50.33 $232,741 - $259,098	5,148 Added 1.35%	386,855 $17.7 Million
Q4 2024 Feb 07, 2025	SELL	$46.53 - $49.91 $199,799 - $214,313	-4,294 Reduced 1.11%	381,707 $18.4 Million
Q3 2024 Oct 28, 2024	BUY	$42.38 - $47.25 $61,917 - $69,032	1,461 Added 0.38%	386,001 $18.2 Million
Q2 2024 Jul 18, 2024	SELL	$40.47 - $44.95 $311,497 - $345,980	-7,697 Reduced 1.96%	384,540 $17.2 Million
Q1 2024 May 06, 2024	SELL	$38.19 - $42.8 $1.21 Million - $1.36 Million	-31,770 Reduced 7.49%	392,237 $16.8 Million
Q4 2023 Feb 02, 2024	SELL	$33.41 - $38.98 $321,103 - $374,636	-9,611 Reduced 2.22%	424,007 $16.5 Million
Q3 2023 Oct 26, 2023	BUY	$34.55 - $37.33 $194,205 - $209,831	5,621 Added 1.31%	433,618 $15.1 Million
Q2 2023 Aug 03, 2023	BUY	$32.81 - $36.17 $133,733 - $147,428	4,076 Added 0.96%	427,997 $15.5 Million
Q1 2023 Apr 14, 2023	BUY	$31.18 - $96.11 $9.05 Million - $27.9 Million	290,396 Added 217.48%	423,921 $14.1 Million
Q4 2022 Feb 01, 2023	BUY	$28.84 - $98.94 $172,001 - $590,078	5,964 Added 4.68%	133,525 $12.5 Million
Q3 2022 Nov 07, 2022	BUY	$29.05 - $35.08 $82,560 - $99,697	2,842 Added 2.28%	127,561 $11.1 Million
Q2 2022 Aug 04, 2022	BUY	$29.77 - $37.37 $342,414 - $429,829	11,502 Added 10.16%	124,719 $11.5 Million
Q1 2022 May 18, 2022	BUY	$33.94 - $39.42 $108,743 - $126,301	3,204 Added 2.91%	113,217 $12.6 Million
Q4 2021 Feb 11, 2022	BUY	$35.32 - $39.44 $264,511 - $295,366	7,489 Added 7.3%	110,013 $12.9 Million
Q3 2021 Nov 09, 2021	BUY	$35.12 - $37.49 $445,391 - $475,448	12,682 Added 14.12%	102,524 $10.9 Million
Q2 2021 Jul 29, 2021	BUY	$33.06 - $35.38 $92,534 - $99,028	2,799 Added 3.22%	89,842 $9.54 Million
Q1 2021 May 17, 2021	SELL	$30.5 - $32.74 $1,006 - $1,080	-33 Reduced 0.04%	87,043 $8.55 Million
Q4 2020 Feb 24, 2021	BUY	$27.07 - $30.99 $137,840 - $157,801	5,092 Added 6.21%	87,076 $8.1 Million
Q3 2020 Nov 06, 2020	BUY	$25.62 - $29.65 $645,649 - $747,209	25,201 Added 44.38%	81,984 $6.85 Million
Q2 2020 Aug 12, 2020	BUY	$20.33 - $26.56 $331,053 - $432,503	16,284 Added 40.21%	56,783 $4.33 Million
Q1 2020 May 07, 2020	BUY	$18.53 - $27.75 $227,585 - $340,825	12,282 Added 43.53%	40,499 $2.59 Million
Q4 2019 Feb 12, 2020	BUY	$23.5 - $26.38 $502,007 - $563,529	21,362 Added 311.63%	28,217 $2.23 Million
Q3 2019 Oct 28, 2019	BUY	$24.06 - $24.56 $70,856 - $72,329	2,945 Added 75.32%	6,855 $498,000
Q1 2019 May 01, 2019	BUY	N/A	3,910 New	3,910 $267,000

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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Sensible Financial Planning & Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History