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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20+ 4.32% |
$595 - $747
|
483
$23.9K
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 18.18% |
$882 - $1.02K
|
117
$5.79K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
$33.9 - $39.4
|
318
$15.7K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-132Closed |
$4.48K - $5.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$178K - $207K
|
5.25K
$260K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
309New |
$10.5K - $12.2K
|
309
$15.3K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.71K- 54.7% |
$160K - $186K
|
3.9K
$193K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-305Closed |
$10.4K - $12K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
44+ 50.0% |
$1.49K - $1.73K
|
132
$6.53K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-636Closed |
$22.5K - $25.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22Closed |
$777 - $868
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.32KClosed |
$81.9K - $91.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.28KClosed |
$116K - $129K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-848Closed |
$30K - $33.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.05KClosed |
$72.3K - $80.7K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.22KNew |
$114K - $127K
|
3.22K
$159K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120Closed |
$4.24K - $4.73K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.63KClosed |
$128K - $143K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.26KClosed |
$44.4K - $49.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-78Closed |
$2.75K - $3.08K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49KClosed |
$87.9K - $98.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-2.32KClosed |
$81.4K - $86.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$211 - $225
|
6
$297
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8Closed |
$281 - $300
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
557New |
$19.6K - $20.9K
|
557
$27.6K
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-1.21K- 30.87% |
$42.6K - $45.4K
|
2.71K
$134K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$35.1 - $37.5
|
1
$49.5
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-2.03KClosed |
$71.3K - $76.1K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.87KClosed |
$94.9K - $102K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.7KClosed |
$89.4K - $95.7K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$661 - $708
|
20
$989
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$77.3K - $82.8K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.05K - $3.27K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-43Closed |
$1.31K - $1.41K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.81KClosed |
$269K - $288K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-555Closed |
$15K - $17.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gratia Capital, LLC
Los Angeles, CA |
SELL
|
CALL |
-15KClosed |
$406K - $465K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.82KClosed |
$49.4K - $56.5K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.38KClosed |
$119K - $136K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
PUT |
-8.7KClosed |
$236K - $270K
|
0
$0
|
|
Q3 2020 | |||||||
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 19.23% |
$2.56K - $2.97K
|
420
$20.8K
|
|
Nov 09, 2020
Q3 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$512 - $593
|
20
$989
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Tikehau Investment Management
Paris, I0 |
SELL
|
PUT |
-795KClosed |
$16.2M - $21.1M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.13KClosed |
$145K - $189K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 15, 2020
Q1 2020
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-387KClosed |
$7.17M - $10.7M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-186KClosed |
$3.45M - $5.17M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.17KClosed |
$76.4K - $78K
|
0
$0
|
|
Q2 2019 | |||||||
Oct 07, 2022
Q2 2019
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3MClosed |
N/A
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
Ellevest, Inc.
|
SELL
|
- |
-5.25KClosed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-797Closed |
N/A
|
0
$0
|