Purchases and Sales Made in Q1 2023 in Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information about the institutional ownership of Spdr S&P 500 Fossil Fuel Reser (SPYX) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 500 FOSSIL FUEL RESER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.66M+ 272.71% |
$83M - $256M
|
3.64M
$180M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39M+ 203.06% |
$43.4M - $134M
|
2.08M
$103M
|
|
|
May 10, 2023
Q1 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.26M+ 200.0% |
$39.3M - $121M
|
1.89M
$93.4M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07M+ 101.3% |
$33.5M - $103M
|
2.13M
$106M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
428K+ 107.81% |
$13.3M - $41.1M
|
824K
$40.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
355K+ 197.11% |
$11.1M - $34.1M
|
535K
$26.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
290K+ 217.48% |
$9.05M - $27.9M
|
424K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
279K+ 200.0% |
$8.71M - $26.8M
|
419K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
238K+ 123.83% |
$7.42M - $22.9M
|
430K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236K+ 238.23% |
$7.34M - $22.6M
|
334K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
226K+ 200.0% |
$7.05M - $21.7M
|
339K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
219K+ 360.29% |
$6.83M - $21.1M
|
280K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
202K+ 197.03% |
$6.3M - $19.4M
|
305K
$15.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
191KNew |
$5.96M - $18.4M
|
191K
$9.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
181K+ 188.85% |
$5.63M - $17.4M
|
276K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
172K+ 233.3% |
$5.37M - $16.6M
|
246K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152K+ 588.69% |
$4.74M - $14.6M
|
178K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 461.79% |
$3.92M - $12.1M
|
153K
$7.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
120K+ 224.77% |
$3.74M - $11.5M
|
173K
$8.57M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111KNew |
$3.46M - $10.7M
|
111K
$5.5M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
111K+ 197.63% |
$3.46M - $10.7M
|
167K
$8.28M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 306.96% |
$3.33M - $10.3M
|
141K
$7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98.9K+ 193.06% |
$3.08M - $9.5M
|
150K
$7.43M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95.3K+ 140.69% |
$2.97M - $9.16M
|
163K
$8.07M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.7K+ 92.33% |
$2.64M - $8.14M
|
176K
$8.73M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.4K+ 220.95% |
$2.57M - $7.92M
|
120K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
73.4K+ 202.09% |
$2.29M - $7.06M
|
110K
$5.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
69.4K+ 204.68% |
$2.16M - $6.67M
|
103K
$5.11M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
68.5K+ 179.92% |
$2.14M - $6.59M
|
107K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65.3K+ 192.68% |
$2.04M - $6.28M
|
99.3K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.1K+ 190.51% |
$1.88M - $5.78M
|
91.7K
$4.54M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
57.5K+ 203.86% |
$1.79M - $5.52M
|
85.7K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.9K+ 191.44% |
$1.78M - $5.47M
|
86.7K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
54.7K+ 224.12% |
$1.71M - $5.26M
|
79.1K
$3.92M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
49.5K+ 195.63% |
$1.54M - $4.76M
|
74.9K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
48.6K+ 200.0% |
$1.52M - $4.67M
|
72.9K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
48K+ 144.63% |
$1.5M - $4.61M
|
81.2K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.5KNew |
$1.42M - $4.37M
|
45.5K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
45.2K+ 183.67% |
$1.41M - $4.35M
|
69.8K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43.7K+ 228.76% |
$1.36M - $4.2M
|
62.8K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.9K+ 200.0% |
$1.28M - $3.94M
|
61.4K
$3.04M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.9K+ 200.0% |
$1.28M - $3.94M
|
61.4K
$3.04M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
37.5K+ 190.6% |
$1.17M - $3.6M
|
57.2K
$2.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
34.4K+ 197.18% |
$1.07M - $3.31M
|
51.8K
$2.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
29.7K+ 199.76% |
$925K - $2.85M
|
44.5K
$2.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$923K - $2.84M
|
29.6K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
29.4K+ 198.36% |
$917K - $2.83M
|
44.2K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 105.04% |
$910K - $2.81M
|
57K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2K+ 105.31% |
$849K - $2.62M
|
53.1K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 183.77% |
$812K - $2.5M
|
40.2K
$1.99M
|