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

Sensible Financial Planning & Management, Llc.

$501 Million
Q1 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 386,855 shares of SPYX stock, worth $18.5 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

386,855

Previous 381,707 1.35%

Holding current value

$18.5 Million

Previous $18.4 Million 3.71%

% of portfolio

3.53%

Previous 3.81%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

232

Shares Held

21.9M

Call Options Held

Put Options Held

4.5M

View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

More about SPYX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sensible Financial Planning & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sensible Financial Planning & Management, Llc. with notifications on news.

Account

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