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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.73KNew |
$210K - $647K
|
6.73K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.71KNew |
$209K - $645K
|
6.71K
$332K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.32K+ 217.81% |
$197K - $608K
|
9.23K
$457K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
6.32K+ 211.33% |
$197K - $608K
|
9.32K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.32KNew |
$197K - $607K
|
6.32K
$313K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
6.31K+ 160.23% |
$197K - $606K
|
10.2K
$507K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.28KNew |
$196K - $603K
|
6.28K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.22K+ 243.03% |
$194K - $598K
|
8.79K
$435K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6KNew |
$187K - $577K
|
6K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.92K+ 200.0% |
$185K - $569K
|
8.88K
$439K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.76K+ 16.66% |
$180K - $553K
|
40.3K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.52K+ 202.64% |
$172K - $530K
|
8.24K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.49K+ 200.0% |
$171K - $528K
|
8.24K
$407K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.29K+ 200.0% |
$165K - $508K
|
7.93K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.25K+ 210.76% |
$164K - $505K
|
7.74K
$383K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.23K+ 200.0% |
$163K - $503K
|
7.85K
$388K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
5.19K+ 203.37% |
$162K - $499K
|
7.74K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
5.14K+ 158.06% |
$160K - $494K
|
8.39K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.91K+ 200.0% |
$153K - $472K
|
7.37K
$364K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4.89KNew |
$153K - $470K
|
4.89K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.67K+ 170.13% |
$146K - $449K
|
7.42K
$367K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.16K+ 200.97% |
$130K - $400K
|
6.24K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.03K+ 174.66% |
$126K - $388K
|
6.34K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$116K - $358K
|
5.6K
$277K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.54K+ 205.93% |
$110K - $340K
|
5.26K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.49K+ 200.0% |
$109K - $336K
|
5.24K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.48K+ 200.63% |
$108K - $334K
|
5.21K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.24K+ 200.0% |
$101K - $311K
|
4.86K
$240K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.12K+ 200.0% |
$97.3K - $300K
|
4.68K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.8K+ 195.45% |
$87.1K - $269K
|
4.23K
$209K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.56K+ 200.0% |
$79.8K - $246K
|
3.84K
$190K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5K+ 152.78% |
$77.9K - $240K
|
4.13K
$205K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81KNew |
$56.4K - $174K
|
1.81K
$89.5K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.7K+ 200.0% |
$53K - $163K
|
2.55K
$126K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.7K+ 200.0% |
$52.9K - $163K
|
2.54K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.62K+ 200.0% |
$50.5K - $156K
|
2.43K
$120K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 75.58% |
$50.4K - $155K
|
3.75K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 200.0% |
$41K - $126K
|
1.97K
$97.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1.21K+ 217.99% |
$37.8K - $116K
|
1.77K
$87.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 200.67% |
$37.5K - $116K
|
1.8K
$89.1K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.2K+ 200.0% |
$37.4K - $115K
|
1.8K
$89.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14K+ 200.53% |
$35.4K - $109K
|
1.7K
$84.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.11K+ 200.0% |
$34.7K - $107K
|
1.67K
$82.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.07K+ 206.36% |
$33.4K - $103K
|
1.59K
$78.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.05K+ 200.0% |
$32.7K - $101K
|
1.58K
$77.9K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
901+ 200.67% |
$28.1K - $86.6K
|
1.35K
$66.8K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
850+ 200.0% |
$26.5K - $81.7K
|
1.28K
$63.1K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
840+ 200.0% |
$26.2K - $80.7K
|
1.26K
$62.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
838New |
$26.1K - $80.5K
|
838
$41.5K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
810+ 200.0% |
$25.3K - $77.8K
|
1.22K
$60.1K
|