Latest Institutional Transactions on Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information on the latest institutional transactions involving Spdr S&P 500 Fossil Fuel Reser (SPYX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$250K - $278K
|
5.89K
$276K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
35.6K+ 13.36% |
$1.51M - $1.68M
|
302K
$14.2M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.9K+ 12.62% |
$123K - $137K
|
25.9K
$1.21M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
142+ 0.2% |
$6.02K - $6.71K
|
70.5K
$3.31M
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.27% |
$678 - $756
|
5.85K
$274K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.54KNew |
$192K - $215K
|
4.54K
$213K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$42.4 - $47.3
|
691
$32.4K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$127 - $142
|
1.22K
$57.3K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.51K+ 6.08% |
$318K - $355K
|
131K
$6.14M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133+ 64.56% |
$5.64K - $6.28K
|
339
$15.9K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.19% |
$1.36K - $1.51K
|
16.5K
$774K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46K+ 0.38% |
$61.9K - $69K
|
386K
$18.1M
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
164+ 0.39% |
$6.95K - $7.75K
|
42.4K
$1.99M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282New |
$12K - $13.3K
|
282
$13.2K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 2.78% |
$59.6K - $66.4K
|
49.2K
$2.31M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$297 - $331
|
23.3K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
21.4K+ 6.18% |
$906K - $1.01M
|
367K
$17.2M
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-240- 4.45% |
$10.2K - $11.3K
|
5.15K
$242K
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-306- 5.14% |
$13K - $14.5K
|
5.64K
$265K
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-122- 1.8% |
$5.17K - $5.76K
|
6.66K
$312K
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-61- 1.99% |
$2.59K - $2.88K
|
3.01K
$141K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.85% |
$593 - $662
|
1.65K
$77.5K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106K+ 13.81% |
$4.49M - $5M
|
873K
$40.9M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.05K- 6.91% |
$86.7K - $96.7K
|
27.6K
$1.29M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 24.36% |
$140K - $157K
|
16.9K
$794K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.64K- 32.39% |
$112K - $125K
|
5.51K
$258K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
318+ 4.35% |
$13.5K - $15K
|
7.62K
$357K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-741- 2.18% |
$31.4K - $35K
|
33.2K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 8.33% |
$69.5K - $77.4K
|
18K
$846K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-543- 4.75% |
$23K - $25.7K
|
10.9K
$511K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.19K+ 6.93% |
$347K - $387K
|
126K
$5.93M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.01% |
$127 - $142
|
29.7K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-146- 1.54% |
$6.19K - $6.9K
|
9.35K
$439K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.47% |
$1.19K - $1.32K
|
6.01K
$282K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.8KNew |
$331K - $369K
|
7.8K
$366K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-58- 0.69% |
$2.46K - $2.74K
|
8.29K
$389K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 2.63% |
$53.3K - $59.4K
|
49K
$2.3M
|
|
Oct 15, 2024
Q3 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.17M- 29.5% |
$49.6M - $55.3M
|
2.8M
$131M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
123+ 0.49% |
$5.21K - $5.81K
|
25.2K
$1.18M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.57K- 3.95% |
$66.3K - $73.9K
|
38.1K
$1.79M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.25K- 4.02% |
$53.1K - $59.2K
|
29.9K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 21.52% |
$88.4K - $98.6K
|
11.8K
$553K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$1.1K - $1.23K
|
9.61K
$451K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7- 1.2% |
$297 - $331
|
574
$26.9K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.17K+ 26.3% |
$134K - $150K
|
15.2K
$714K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.6K+ 19.38% |
$152K - $170K
|
22.2K
$1.04M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-660- 3.17% |
$28K - $31.2K
|
20.2K
$946K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
825+ 9.71% |
$35K - $39K
|
9.33K
$437K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.04% |
$8.48K - $9.45K
|
4.75K
$223K
|