Spectrum Financial Alliance LTD LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Spectrum Financial Alliance LTD LLC

$308 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 15, 2019	SELL	N/A	-11 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	11 New	11 $0

Others Institutions Holding SPYX

# of Institutions

233

Shares Held

21.9M

Call Options Held

0

Put Options Held

4.5M

Windmill Hill Asset Management LTD

5.93M
Shares

$296 Million
87.16% of portfolio
Choate Investment Advisors Boston, MA

2.55M
Shares

$127 Million
2.94% of portfolio
Betterment LLC New York, NY

1.93M
Shares

$96.5 Million
0.21% of portfolio
Lake Street Advisors Group, LLC

874K
Shares

$43.6 Million
1.98% of portfolio
Partners Capital Investment Group, LLP Boston, MA

840K
Shares

$41.9 Million
0.69% of portfolio

About SPDR S&P 500 FOSSIL FUEL RESER

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