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 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
347+ 4.21% |
$11.4K - $12.6K
|
8.58K
$425K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
248+ 2.66% |
$8.14K - $8.97K
|
9.56K
$473K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
232+ 1.33% |
$7.61K - $8.39K
|
17.7K
$875K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226+ 26.97% |
$7.42K - $8.17K
|
1.06K
$52.6K
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
210+ 1.97% |
$6.89K - $7.6K
|
10.9K
$538K
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
164+ 1.02% |
$5.38K - $5.93K
|
16.2K
$802K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 216.92% |
$4.63K - $5.1K
|
206
$10.2K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 216.92% |
$4.63K - $5.1K
|
206
$10.2K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
121+ 0.27% |
$3.97K - $4.38K
|
44.4K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
116+ 0.4% |
$3.81K - $4.2K
|
29.2K
$1.44M
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
112+ 1.61% |
$3.67K - $4.05K
|
7.06K
$349K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
92+ 33.7% |
$3.02K - $3.33K
|
365
$18.1K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 6.67% |
$2.79K - $3.07K
|
1.36K
$67.3K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
64+ 4.06% |
$2.1K - $2.31K
|
1.64K
$81.1K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 0.4% |
$1.97K - $2.17K
|
14.9K
$736K
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
34+ 0.33% |
$1.12K - $1.23K
|
10.3K
$510K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 1.7% |
$886 - $977
|
1.62K
$80K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.33% |
$689 - $760
|
6.3K
$311K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.35% |
$558 - $615
|
4.91K
$243K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.04% |
$459 - $506
|
32.9K
$1.63M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.16% |
$459 - $506
|
8.8K
$435K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.18% |
$361 - $398
|
6.25K
$309K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.22% |
$131 - $145
|
1.81K
$89.3K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.3% |
$131 - $145
|
1.35K
$67K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$98.4 - $109
|
24.1K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.08% |
$98.4 - $109
|
3.76K
$186K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.01% |
$98.4 - $109
|
24.6K
$1.22M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.21% |
$164 - $181
|
2.43K
$120K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-17- 0.8% |
$558 - $615
|
2.1K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33- 0.02% |
$1.08K - $1.19K
|
178K
$8.81M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35- 0.19% |
$1.15K - $1.27K
|
18K
$889K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-36- 0.69% |
$1.18K - $1.3K
|
5.17K
$256K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60- 0.55% |
$1.97K - $2.17K
|
10.9K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-72- 1.07% |
$2.36K - $2.6K
|
6.66K
$329K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-72- 1.07% |
$2.36K - $2.6K
|
6.66K
$329K
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-164- 1.47% |
$5.38K - $5.93K
|
11K
$546K
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-207- 4.9% |
$6.79K - $7.49K
|
4.02K
$199K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-249- 6.87% |
$8.17K - $9.01K
|
3.38K
$167K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-259- 3.09% |
$8.5K - $9.37K
|
8.13K
$402K
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-270- 0.98% |
$8.86K - $9.77K
|
27.4K
$1.35M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 16.67% |
$9.84K - $10.9K
|
1.5K
$74.2K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-640- 5.45% |
$21K - $23.1K
|
11.1K
$549K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-820- 6.21% |
$26.9K - $29.7K
|
12.4K
$613K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-927- 1.79% |
$30.4K - $33.5K
|
50.9K
$2.52M
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.01K- 12.24% |
$33.1K - $36.5K
|
7.23K
$358K
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.23K- 4.89% |
$40.3K - $44.5K
|
23.9K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.23K- 1.76% |
$40.4K - $44.5K
|
68.6K
$3.39M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 12.74% |
$54.1K - $59.7K
|
11.3K
$559K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.83K- 14.91% |
$59.9K - $66.1K
|
10.4K
$516K
|