Simplicity Wealth,Llc Spdr S&P 500 Fossil Fuel Reser Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$40.47 - $44.95 $10,238 - $11,372	-253 Reduced 4.06%	5,983 $266,000
Q1 2024 Apr 24, 2024	BUY	$38.19 - $42.8 $238,152 - $266,900	6,236 New	6,236 $266,000

Others Institutions Holding SPYX

# of Institutions

218

Shares Held

18.2M

Call Options Held

0

Put Options Held

0

Windmill Hill Asset Management LTD

2.8M
Shares

$136 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.68M
Shares

$130 Million
3.15% of portfolio
Betterment LLC New York, NY

1.96M
Shares

$95.1 Million
0.23% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$44 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$42.4 Million
1.94% of portfolio

About SPDR S&P 500 FOSSIL FUEL RESER

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