Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
534+ 12.42% |
$20.4K - $22.9K
|
4.83K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
513+ 2.8% |
$19.6K - $22K
|
18.9K
$933K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
442+ 4.85% |
$16.9K - $18.9K
|
9.56K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
432+ 0.87% |
$16.5K - $18.5K
|
49.8K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
425+ 1.85% |
$16.2K - $18.2K
|
23.4K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
422+ 2.85% |
$16.1K - $18.1K
|
15.2K
$754K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
206+ 3.77% |
$7.87K - $8.82K
|
5.68K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
185+ 1.39% |
$7.07K - $7.92K
|
13.5K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
181New |
$6.91K - $7.75K
|
181
$8.95K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
170+ 1.95% |
$6.49K - $7.28K
|
8.88K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
145+ 1.41% |
$5.54K - $6.21K
|
10.4K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
132+ 64.08% |
$5.04K - $5.65K
|
338
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
123+ 0.51% |
$4.7K - $5.26K
|
24K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
100+ 1.19% |
$3.82K - $4.28K
|
8.5K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 12.34% |
$3.74K - $4.19K
|
892
$44.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
93New |
$3.55K - $3.98K
|
93
$4.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
87+ 1.53% |
$3.32K - $3.72K
|
5.79K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
85+ 0.22% |
$3.25K - $3.64K
|
39.6K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 3.11% |
$1.18K - $1.33K
|
1.03K
$50.8K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
23+ 0.28% |
$878 - $984
|
8.36K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
20+ 0.28% |
$764 - $856
|
7.21K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15+ 0.24% |
$573 - $642
|
6.24K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13+ 0.33% |
$496 - $556
|
4K
$198K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.14% |
$344 - $385
|
6.28K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$115 - $128
|
1.22K
$60.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$76.4 - $85.6
|
688
$34K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$38.2 - $42.8
|
8.29K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.27% |
$38.2 - $42.8
|
368
$18.2K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.31% |
$38.2 - $42.8
|
322
$15.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1- 0.01% |
$38.2 - $42.8
|
19.2K
$952K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.07% |
$267 - $300
|
9.66K
$478K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15- 0.27% |
$573 - $642
|
5.49K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-50- 3.78% |
$1.91K - $2.14K
|
1.27K
$63K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-67- 1.22% |
$2.56K - $2.87K
|
5.44K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-73- 0.35% |
$2.79K - $3.12K
|
20.9K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-84- 5.23% |
$3.21K - $3.6K
|
1.52K
$75.3K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-92- 0.69% |
$3.51K - $3.94K
|
13.3K
$659K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-98- 1.16% |
$3.74K - $4.19K
|
8.33K
$412K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-121- 17.07% |
$4.62K - $5.18K
|
588
$29.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133- 1.19% |
$5.08K - $5.69K
|
11K
$545K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-156- 2.11% |
$5.96K - $6.68K
|
7.25K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-193- 0.26% |
$7.37K - $8.26K
|
74.7K
$3.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-195- 5.84% |
$7.45K - $8.35K
|
3.15K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-239- 2.25% |
$9.13K - $10.2K
|
10.4K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-291- 3.9% |
$11.1K - $12.5K
|
7.17K
$355K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-293- 4.19% |
$11.2K - $12.5K
|
6.69K
$331K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 13.51% |
$11.5K - $12.8K
|
1.92K
$95K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-355- 20.08% |
$13.6K - $15.2K
|
1.41K
$69.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 0.32% |
$15.1K - $16.9K
|
123K
$6.09M
|