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 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
792+ 60.0% |
$24.7K - $76.1K
|
2.11K
$105K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
781+ 9.06% |
$24.4K - $75.1K
|
9.4K
$465K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
760+ 200.0% |
$23.7K - $73K
|
1.14K
$56.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
752+ 200.0% |
$23.4K - $72.3K
|
1.13K
$55.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
670+ 200.0% |
$20.9K - $64.4K
|
1.01K
$49.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$20.1K - $62K
|
645
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
595+ 9.7% |
$18.6K - $57.2K
|
6.73K
$333K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
532+ 200.0% |
$16.6K - $51.1K
|
798
$39.5K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
380+ 4.28% |
$11.8K - $36.5K
|
9.26K
$458K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
360+ 200.0% |
$11.2K - $34.6K
|
540
$26.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 200.0% |
$11.2K - $34.6K
|
540
$26.7K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282New |
$8.79K - $27.1K
|
282
$14K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
218+ 14.38% |
$6.8K - $21K
|
1.73K
$85.8K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
159+ 139.47% |
$4.96K - $15.3K
|
273
$13.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$4.68K - $14.4K
|
150
$7.42K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 200.0% |
$4.55K - $14K
|
219
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
141New |
$4.4K - $13.6K
|
141
$6.98K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 204.08% |
$3.12K - $9.61K
|
149
$7.37K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
99+ 202.04% |
$3.09K - $9.51K
|
148
$7.32K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
92+ 200.0% |
$2.87K - $8.84K
|
138
$6.83K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
68+ 200.0% |
$2.12K - $6.54K
|
102
$5.05K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40+ 200.0% |
$1.25K - $3.84K
|
60
$2.97K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 200.0% |
$686 - $2.11K
|
33
$1.63K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- 0.03% |
$62.4 - $192
|
6.34K
$314K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$156 - $481
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 54.86% |
$2.46K - $7.59K
|
65
$3.22K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-116- 0.4% |
$3.62K - $11.1K
|
29.1K
$1.44M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-141- 68.45% |
$4.4K - $13.6K
|
65
$3.22K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-628- 3.47% |
$19.6K - $60.4K
|
17.5K
$863K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.7K- 31.96% |
$53.1K - $164K
|
3.63K
$179K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.18K- 65.85% |
$130K - $401K
|
2.17K
$107K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.36K- 38.6% |
$198K - $611K
|
10.1K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.6K- 47.76% |
$1.36M - $4.19M
|
47.7K
$2.36M
|