Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.89M+ 99.85% |
$61.9M - $68.2M
|
3.77M
$187M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
859K+ 1508.23% |
$28.2M - $31.1M
|
916K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.3K+ 43.38% |
$2.18M - $2.4M
|
219K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.2K+ 39.4% |
$2.11M - $2.32M
|
227K
$11.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
37.3K+ 268.76% |
$1.22M - $1.35M
|
51.2K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29.6K+ 8.87% |
$973K - $1.07M
|
364K
$18M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.5K+ 10.1% |
$574K - $633K
|
191K
$9.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 45.06% |
$505K - $556K
|
49.5K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.2K+ 191.19% |
$434K - $478K
|
20.1K
$996K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.2K+ 71.42% |
$402K - $443K
|
29.4K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.1K+ 3.27% |
$364K - $401K
|
350K
$17.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.9KNew |
$357K - $393K
|
10.9K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 12.25% |
$348K - $384K
|
97.3K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.41KNew |
$276K - $304K
|
8.41K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.86K+ 13093.33% |
$258K - $284K
|
7.92K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.78K+ 0.37% |
$255K - $281K
|
2.08M
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.55KNew |
$248K - $273K
|
7.55K
$373K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.49K+ 22.45% |
$246K - $271K
|
40.9K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
7.43K+ 32.26% |
$244K - $269K
|
30.4K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.29KNew |
$239K - $264K
|
7.29K
$361K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
6.88KNew |
$226K - $249K
|
6.88K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.6K+ 22.21% |
$216K - $239K
|
36.3K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
6.19K+ 775.81% |
$203K - $224K
|
6.99K
$346K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.89KNew |
$193K - $213K
|
5.89K
$291K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$185K - $204K
|
5.65K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$177K - $195K
|
5.4K
$267K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.45K+ 7.25% |
$146K - $161K
|
65.9K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.45K+ 7.25% |
$146K - $161K
|
65.9K
$3.26M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.41K+ 43.55% |
$145K - $159K
|
14.5K
$718K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.18K+ 192.89% |
$137K - $151K
|
6.34K
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.08K+ 0.96% |
$134K - $147K
|
428K
$21.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.98K+ 2.88% |
$97.6K - $108K
|
106K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.4K+ 3.82% |
$78.7K - $86.8K
|
65.2K
$3.22M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26K+ 24.47% |
$74.1K - $81.7K
|
11.5K
$568K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.1K+ 1.26% |
$69K - $76K
|
169K
$8.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.86K+ 9.32% |
$61.2K - $67.4K
|
21.9K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.78K+ 4.43% |
$58.4K - $64.4K
|
42K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.62K+ 21.85% |
$53.2K - $58.6K
|
9.04K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 1.56% |
$50.7K - $55.9K
|
101K
$4.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.52K+ 36.7% |
$49.8K - $54.9K
|
5.65K
$280K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.49K+ 7.25% |
$49K - $54K
|
22.1K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37K+ 1.25% |
$45.1K - $49.7K
|
111K
$5.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.33K+ 1.77% |
$43.6K - $48K
|
76.2K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 15.13% |
$38.4K - $42.4K
|
8.91K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.1K+ 7.06% |
$36K - $39.6K
|
16.6K
$823K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.06K+ 4.32% |
$34.8K - $38.4K
|
25.7K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
973+ 7.71% |
$31.9K - $35.2K
|
13.6K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
877+ 13.07% |
$28.8K - $31.7K
|
7.59K
$375K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
498+ 0.16% |
$16.3K - $18K
|
305K
$15.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
380+ 4.28% |
$12.5K - $13.7K
|
9.26K
$458K
|