West Coast Financial LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

West Coast Financial LLC

$907 Million
Q4 2024

A detailed history of West Coast Financial LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, West Coast Financial LLC holds 16,151 shares of SPYX stock, worth $786,392. This represents 0.09% of its overall portfolio holdings.

Number of Shares

16,151

Previous 7,447 116.88%

Holding current value

$786,392

Previous $351,000 121.37%

% of portfolio

0.09%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$46.53 - $49.91 $404,997 - $434,416	8,704 Added 116.88%	16,151 $777,000
Q2 2024 Jul 19, 2024	SELL	$40.47 - $44.95 $215,543 - $239,403	-5,326 Reduced 41.7%	7,447 $332,000
Q1 2024 Apr 12, 2024	SELL	$38.19 - $42.8 $35,211 - $39,461	-922 Reduced 6.73%	12,773 $546,000
Q4 2023 Jan 11, 2024	BUY	$33.41 - $38.98 $61,574 - $71,840	1,843 Added 15.55%	13,695 $531,000
Q3 2023 Nov 02, 2023	SELL	$34.55 - $37.33 $69,445 - $75,033	-2,010 Reduced 14.5%	11,852 $411,000
Q2 2023 Aug 08, 2023	SELL	$32.81 - $36.17 $118,444 - $130,573	-3,610 Reduced 20.66%	13,862 $501,000
Q1 2023 May 08, 2023	BUY	$31.18 - $96.11 $363,184 - $1.12 Million	11,648 Added 200.0%	17,472 $580,000
Q2 2022 Jul 11, 2022	BUY	$29.77 - $37.37 $684 - $859	23 Added 0.4%	5,824 $537,000
Q4 2021 Jan 19, 2022	SELL	$35.32 - $39.44 $8,830 - $9,860	-250 Reduced 4.13%	5,801 $683,000
Q1 2021 May 10, 2021	SELL	$30.5 - $32.74 $4,636 - $4,976	-152 Reduced 2.45%	6,051 $594,000
Q4 2020 Feb 03, 2021	BUY	$27.07 - $30.99 $13,318 - $15,247	492 Added 8.61%	6,203 $577,000
Q3 2020 Nov 05, 2020	BUY	$25.62 - $29.65 $14,962 - $17,315	584 Added 11.39%	5,711 $477,000
Q2 2020 Jul 13, 2020	SELL	$20.33 - $26.56 $17,382 - $22,708	-855 Reduced 14.29%	5,127 $391,000
Q1 2020 Apr 21, 2020	SELL	$18.53 - $27.75 $22,384 - $33,522	-1,208 Reduced 16.8%	5,982 $382,000
Q4 2019 Jan 17, 2020	SELL	$23.5 - $26.38 $9,447 - $10,604	-402 Reduced 5.3%	7,190 $567,000
Q2 2019 Jul 16, 2019	BUY	N/A	7,592 New	7,592 $543,000
Q3 2018 Oct 19, 2018	SELL	N/A	-3,047 Closed	0 $0
Q2 2018 Jul 16, 2018	BUY	N/A	3,047 New	3,047 $201,000

Others Institutions Holding SPYX

# of Institutions

226

Shares Held

18.3M

Call Options Held

Put Options Held

225K

View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

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West Coast Financial LLC Spdr S&P 500 Fossil Fuel Reser Transaction History