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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$120K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$6.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-132- 1.28% |
$4.56K - $4.93K
|
10.2K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.9M - $2.05M
|
55K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7KNew |
$335K - $362K
|
9.7K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
678+ 664.71% |
$23.4K - $25.3K
|
780
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.3% |
$138 - $149
|
1.36K
$63.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
8.7KNew |
$301K - $325K
|
8.7K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.7M - $12.7M
|
339K
$15.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-704- 0.96% |
$24.3K - $26.3K
|
73K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$34.6 - $37.3
|
34
$1.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-591- 11.28% |
$20.4K - $22.1K
|
4.65K
$218K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$33.2K - $35.8K
|
960
$45K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.19K- 88.58% |
$214K - $231K
|
798
$37.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
181+ 18.01% |
$6.25K - $6.76K
|
1.19K
$55.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
158KNew |
$5.45M - $5.89M
|
158K
$7.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-26.9K- 52.53% |
$929K - $1M
|
24.3K
$1.14M
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 16.67% |
$9.84K - $10.9K
|
1.5K
$70.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 45.61% |
$509K - $561K
|
18.5K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37K+ 1.25% |
$45.1K - $49.7K
|
111K
$5.21M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.33% |
$689 - $760
|
6.3K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.55KNew |
$248K - $273K
|
7.55K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.1K+ 3.27% |
$364K - $401K
|
350K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-259- 3.09% |
$8.5K - $9.37K
|
8.13K
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-36- 0.69% |
$1.18K - $1.3K
|
5.17K
$243K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.2K+ 71.42% |
$402K - $443K
|
29.4K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.9KNew |
$357K - $393K
|
10.9K
$510K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-1.94K- 25.06% |
$63.7K - $70.2K
|
5.8K
$272K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$156 - $481
|
0
$0
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111KNew |
$3.46M - $10.7M
|
111K
$5.21M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
16.2K+ 200.0% |
$506K - $1.56M
|
24.4K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
360+ 200.0% |
$11.2K - $34.6K
|
540
$25.3K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 306.96% |
$3.33M - $10.3M
|
141K
$6.63M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.91K+ 200.0% |
$153K - $472K
|
7.37K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.24K+ 200.0% |
$101K - $311K
|
4.86K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07M+ 101.3% |
$33.5M - $103M
|
2.13M
$100M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
752+ 200.0% |
$23.4K - $72.3K
|
1.13K
$52.9K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
279K+ 200.0% |
$8.71M - $26.8M
|
419K
$19.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.7K+ 200.0% |
$53K - $163K
|
2.55K
$120K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.23K+ 200.0% |
$163K - $503K
|
7.85K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$116K - $358K
|
5.6K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 204.08% |
$3.12K - $9.61K
|
149
$6.99K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
141New |
$4.4K - $13.6K
|
141
$6.61K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81KNew |
$56.4K - $174K
|
1.81K
$84.8K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.7K+ 200.0% |
$52.9K - $163K
|
2.54K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13K+ 155.26% |
$405K - $1.25M
|
21.3K
$1M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.06KNew |
$251K - $774K
|
8.06K
$378K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.56K+ 200.0% |
$79.8K - $246K
|
3.84K
$180K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$20.1K - $62K
|
645
$30.3K
|
|