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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
25.2KNew |
$786K - $2.42M
|
25.2K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.6K+ 225.17% |
$737K - $2.27M
|
34.1K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 200.0% |
$706K - $2.18M
|
34K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.4K+ 260.16% |
$698K - $2.15M
|
31K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
22.2K+ 199.04% |
$694K - $2.14M
|
33.4K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.2K+ 198.17% |
$691K - $2.13M
|
33.4K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21.2K+ 180.66% |
$660K - $2.04M
|
32.9K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 197.62% |
$615K - $1.89M
|
29.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.4K+ 201.38% |
$606K - $1.87M
|
29.1K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.4K+ 200.0% |
$575K - $1.77M
|
27.7K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
18.2K+ 220.07% |
$568K - $1.75M
|
26.5K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
18.1K+ 277.61% |
$564K - $1.74M
|
24.6K
$1.22M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
16.2K+ 200.0% |
$506K - $1.56M
|
24.4K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16.2K+ 182.06% |
$505K - $1.56M
|
25.1K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.8K+ 189.96% |
$492K - $1.52M
|
24.1K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
15.7K+ 214.98% |
$490K - $1.51M
|
23K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$462K - $1.42M
|
14.8K
$733K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
14.7K+ 200.0% |
$460K - $1.42M
|
22.1K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14.1K+ 239.51% |
$440K - $1.36M
|
20K
$990K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
13.9KNew |
$433K - $1.33M
|
13.9K
$687K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 200.0% |
$429K - $1.32M
|
20.6K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13.7K+ 192.96% |
$428K - $1.32M
|
20.9K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13.3K+ 117.36% |
$414K - $1.27M
|
24.6K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13K+ 170.39% |
$405K - $1.25M
|
20.6K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13K+ 155.26% |
$405K - $1.25M
|
21.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.7K+ 184.36% |
$364K - $1.12M
|
18K
$891K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
11.6K+ 200.0% |
$363K - $1.12M
|
17.5K
$865K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.4K+ 200.88% |
$357K - $1.1M
|
17.1K
$848K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
11.2KNew |
$349K - $1.08M
|
11.2K
$554K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
10.9K+ 212.24% |
$340K - $1.05M
|
16K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
10.8K+ 200.0% |
$335K - $1.03M
|
16.1K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 424.88% |
$333K - $1.03M
|
13.2K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.3K+ 198.1% |
$322K - $992K
|
15.5K
$769K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.55K+ 178.91% |
$298K - $917K
|
14.9K
$736K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.09K+ 257.69% |
$284K - $874K
|
12.6K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.7K+ 287.07% |
$271K - $837K
|
11.7K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.66K+ 201.72% |
$270K - $832K
|
13K
$641K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
8.59K+ 202.09% |
$268K - $825K
|
12.8K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.32K+ 139.84% |
$259K - $799K
|
14.3K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.17KNew |
$255K - $785K
|
8.17K
$404K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.06KNew |
$251K - $774K
|
8.06K
$399K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.7K+ 200.0% |
$240K - $740K
|
11.6K
$571K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
7.63K+ 200.0% |
$238K - $734K
|
11.4K
$566K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
7.55K+ 200.0% |
$235K - $726K
|
11.3K
$560K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.38K+ 203.64% |
$230K - $709K
|
11K
$545K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.28K+ 243.38% |
$227K - $699K
|
10.3K
$508K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.14K+ 139.69% |
$223K - $686K
|
12.3K
$606K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
7.14K+ 202.64% |
$222K - $686K
|
10.7K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.94KNew |
$217K - $667K
|
6.94K
$344K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.91KNew |
$216K - $664K
|
6.91K
$342K
|