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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
2.19K+ 9.88% |
$88.4K - $98.2K
|
24.3K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-108- 36.86% |
$4.37K - $4.85K
|
185
$9.15K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36New |
$1.46K - $1.62K
|
36
$1.78K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.67K+ 308.66% |
$149K - $165K
|
4.86K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.96K- 74.09% |
$201K - $223K
|
1.73K
$85.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.94K- 6.17% |
$159K - $177K
|
59.9K
$2.96M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
661New |
$26.8K - $29.7K
|
661
$32.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.41K+ 49.55% |
$97.6K - $108K
|
7.28K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.4K+ 36.78% |
$97.1K - $108K
|
8.93K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5KNew |
$202K - $225K
|
5K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
396New |
$16K - $17.8K
|
396
$19.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 72.84% |
$51.1K - $56.8K
|
471
$23.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.08% |
$40.5 - $45
|
94
$4.65K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-5.33K- 41.7% |
$216K - $239K
|
7.45K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.62KNew |
$187K - $208K
|
4.62K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.92% |
$5.95K - $6.61K
|
4.89K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.27K+ 8.93% |
$51.4K - $57.1K
|
15.5K
$766K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 2.68% |
$2.63K - $2.92K
|
2.49K
$123K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-253- 4.06% |
$10.2K - $11.4K
|
5.98K
$296K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 13.51% |
$11.5K - $12.8K
|
1.92K
$95K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-355- 20.08% |
$13.6K - $15.2K
|
1.41K
$69.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.14K- 21.53% |
$81.7K - $91.6K
|
7.8K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.84K+ 8.01% |
$223K - $250K
|
78.7K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
38KNew |
$1.45M - $1.63M
|
38K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.8KNew |
$183K - $205K
|
4.8K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133- 1.19% |
$5.08K - $5.69K
|
11K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.77K+ 18.82% |
$67.4K - $75.6K
|
11.2K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 12.12% |
$49.6K - $55.6K
|
9.43K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
715+ 2.7% |
$27.3K - $30.6K
|
27.2K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15- 0.27% |
$573 - $642
|
5.49K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.89KNew |
$378K - $423K
|
9.89K
$489K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.76KNew |
$182K - $204K
|
4.76K
$235K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-50- 3.78% |
$1.91K - $2.14K
|
1.27K
$63K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.89KNew |
$187K - $209K
|
4.89K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
684New |
$26.1K - $29.3K
|
684
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.33KNew |
$203K - $228K
|
5.33K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$330K - $370K
|
8.65K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 12.34% |
$3.74K - $4.19K
|
892
$44.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 3.11% |
$1.18K - $1.33K
|
1.03K
$50.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73KNew |
$181K - $203K
|
4.73K
$234K
|
|
| Q4 2023 | |||||||
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.4K- 23.44% |
$80.2K - $93.6K
|
7.84K
$388K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-214- 3.53% |
$7.15K - $8.34K
|
5.85K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.5K- 80.59% |
$1.39M - $1.62M
|
10K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$2.81K - $3.27K
|
84
$4.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.06KNew |
$269K - $314K
|
8.06K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.45KNew |
$182K - $212K
|
5.45K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$809K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
950+ 69.85% |
$31.7K - $37K
|
2.31K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$30.7K - $35.8K
|
918
$45.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.41KNew |
$181K - $211K
|
5.41K
$268K
|
|