Latest Institutional Purchases of Spdr S&P 500 Fossil Fuel Reser (SPYX)
This list provides information on the latest institutional transactions involving Spdr S&P 500 Fossil Fuel Reser (SPYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 4.73% |
$824K - $918K
|
404K
$21.2M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 148.3% |
$555K - $618K
|
20.5K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3KNew |
$136K - $151K
|
3K
$157K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$43.4K - $48.3K
|
960
$50.3K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
776+ 5.48% |
$35.1K - $39.1K
|
14.9K
$784K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
246+ 2.05% |
$11.1K - $12.4K
|
12.2K
$641K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
108+ 1.41% |
$4.88K - $5.44K
|
7.79K
$408K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
87New |
$3.93K - $4.38K
|
87
$4.56K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
82+ 16.84% |
$3.71K - $4.13K
|
569
$29.8K
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
81+ 0.52% |
$3.66K - $4.08K
|
15.6K
$817K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
71New |
$3.21K - $3.57K
|
71
$3.72K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
68+ 1.09% |
$3.07K - $3.42K
|
6.29K
$330K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
55+ 1.02% |
$2.49K - $2.77K
|
5.47K
$287K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45+ 15.96% |
$2.03K - $2.26K
|
327
$17.1K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38New |
$1.72K - $1.91K
|
38
$1.99K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.3% |
$1.09K - $1.21K
|
8.08K
$424K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.18% |
$588 - $654
|
7.15K
$375K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.14% |
$407 - $453
|
6.31K
$331K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$407 - $453
|
3.48K
$182K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$316 - $352
|
7
$367
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.08% |
$271 - $302
|
7.42K
$389K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.78% |
$45.2 - $50.3
|
130
$6.82K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
88.9KNew |
$4.14M - $4.44M
|
88.9K
$4.66M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$497K - $533K
|
10.7K
$560K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.78KNew |
$409K - $438K
|
8.78K
$461K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.7K+ 116.88% |
$405K - $434K
|
16.2K
$847K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69KNew |
$358K - $384K
|
7.69K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.55KNew |
$212K - $227K
|
4.55K
$239K
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.95KNew |
$90.7K - $97.3K
|
1.95K
$102K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.76KNew |
$81.7K - $87.6K
|
1.76K
$92K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.04K+ 0.12% |
$48.3K - $51.9K
|
874K
$45.8M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
596+ 12.26% |
$27.7K - $29.7K
|
5.46K
$286K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
422+ 1.55% |
$19.6K - $21.1K
|
27.6K
$1.45M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$16.4K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29New |
$1.35K - $1.45K
|
29
$1.52K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.09% |
$233 - $250
|
5.51K
$289K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
PUT |
225KNew |
$9.54M - $10.6M
|
225K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.8KNew |
$331K - $369K
|
7.8K
$409K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$250K - $278K
|
5.89K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.68KNew |
$198K - $221K
|
4.68K
$245K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.54KNew |
$192K - $215K
|
4.54K
$238K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.46KNew |
$189K - $210K
|
4.46K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.84K+ 28.68% |
$163K - $181K
|
17.2K
$903K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
325New |
$13.8K - $15.4K
|
325
$17K
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
206+ 4.66% |
$8.73K - $9.73K
|
4.62K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166New |
$7.04K - $7.84K
|
166
$8.71K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
141New |
$5.98K - $6.66K
|
141
$7.39K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$1.1K - $1.23K
|
9.61K
$504K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$42.4 - $47.3
|
3.33K
$175K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5KNew |
$202K - $225K
|
5K
$262K
|