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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.62KNew |
$187K - $208K
|
4.62K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.4K+ 36.78% |
$97.1K - $108K
|
8.93K
$468K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
661New |
$26.8K - $29.7K
|
661
$34.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 2.68% |
$2.63K - $2.92K
|
2.49K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36New |
$1.46K - $1.62K
|
36
$1.89K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.31% |
$40.5 - $45
|
323
$16.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.08% |
$40.5 - $45
|
94
$4.93K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
38KNew |
$1.45M - $1.63M
|
38K
$1.99M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
20K+ 7.31% |
$764K - $856K
|
294K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$330K - $370K
|
8.65K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.84K+ 8.01% |
$223K - $250K
|
78.7K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.33KNew |
$203K - $228K
|
5.33K
$279K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.89KNew |
$187K - $209K
|
4.89K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.8KNew |
$183K - $205K
|
4.8K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
684New |
$26.1K - $29.3K
|
684
$35.9K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9KNew |
$1M - $1.17M
|
29.9K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$546K - $637K
|
16.4K
$857K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
16.1KNew |
$538K - $628K
|
16.1K
$844K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$189K - $220K
|
5.65K
$296K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.45KNew |
$182K - $213K
|
5.45K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.79KNew |
$59.7K - $69.7K
|
1.79K
$93.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
950+ 69.85% |
$31.7K - $37K
|
2.31K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$30.7K - $35.8K
|
918
$48.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
247+ 18.85% |
$8.25K - $9.63K
|
1.56K
$81.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$2.81K - $3.27K
|
84
$4.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.32% |
$535 - $624
|
4.94K
$259K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.7M - $12.7M
|
339K
$17.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
158KNew |
$5.45M - $5.89M
|
158K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.9M - $2.05M
|
55K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7KNew |
$335K - $362K
|
9.7K
$509K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
678+ 664.71% |
$23.4K - $25.3K
|
780
$40.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$4.7K - $5.08K
|
136
$7.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.68% |
$34.6 - $37.3
|
149
$7.81K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$34.6 - $37.3
|
34
$1.78K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.2K+ 71.42% |
$402K - $443K
|
29.4K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.1K+ 3.27% |
$364K - $401K
|
350K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.55KNew |
$248K - $273K
|
7.55K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37K+ 1.25% |
$45.1K - $49.7K
|
111K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.33% |
$689 - $760
|
6.3K
$330K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07M+ 101.3% |
$33.5M - $103M
|
2.13M
$112M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
191KNew |
$5.96M - $18.4M
|
191K
$10M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111KNew |
$3.46M - $10.7M
|
111K
$5.83M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
16.2K+ 200.0% |
$506K - $1.56M
|
24.4K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.06KNew |
$251K - $774K
|
8.06K
$422K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.29K+ 200.0% |
$165K - $508K
|
7.93K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.91K+ 200.0% |
$153K - $472K
|
7.37K
$386K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.12K+ 200.0% |
$97.3K - $300K
|
4.68K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.56K+ 200.0% |
$79.8K - $246K
|
3.84K
$201K
|
|