Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
489K+ 198.06% |
$19.8M - $22M
|
736K
$36.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
297K+ 63.11% |
$12M - $13.3M
|
767K
$38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.9K+ 19.51% |
$3.31M - $3.68M
|
502K
$24.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
31.4KNew |
$1.27M - $1.41M
|
31.4K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
27.6KNew |
$1.12M - $1.24M
|
27.6K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
27.5K+ 8.64% |
$1.11M - $1.24M
|
346K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.1K+ 7.68% |
$1.01M - $1.13M
|
351K
$17.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.1K+ 7.68% |
$1.01M - $1.13M
|
351K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 13.2% |
$917K - $1.02M
|
194K
$9.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8K+ 494.4% |
$801K - $889K
|
23.8K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$772K - $857K
|
19.1K
$944K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.3K+ 18.28% |
$739K - $821K
|
118K
$5.85M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10K+ 164.8% |
$407K - $452K
|
16.1K
$799K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
6.79KNew |
$275K - $305K
|
6.79K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.23K+ 26.59% |
$252K - $280K
|
29.7K
$1.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.59K+ 4.73% |
$226K - $251K
|
124K
$6.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.32K+ 21.9% |
$215K - $239K
|
29.6K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.17KNew |
$209K - $232K
|
5.17K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.09K+ 28.08% |
$206K - $229K
|
23.2K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5KNew |
$202K - $225K
|
5K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.73KNew |
$192K - $213K
|
4.73K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.62KNew |
$187K - $208K
|
4.62K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.51KNew |
$183K - $203K
|
4.51K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.4K+ 10.69% |
$178K - $198K
|
45.6K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.67K+ 308.66% |
$149K - $165K
|
4.86K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.66K+ 4.3% |
$148K - $164K
|
88.7K
$4.39M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.29K+ 9.43% |
$133K - $148K
|
38.1K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.03K+ 15.85% |
$122K - $136K
|
22.1K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.02K+ 7.1% |
$122K - $136K
|
45.6K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.64K+ 3.62% |
$107K - $119K
|
75.6K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.64K+ 0.56% |
$107K - $119K
|
470K
$23.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.41K+ 49.55% |
$97.6K - $108K
|
7.28K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.4K+ 36.78% |
$97.1K - $108K
|
8.93K
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
2.19K+ 9.88% |
$88.4K - $98.2K
|
24.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98K+ 1.06% |
$80.3K - $89.2K
|
188K
$9.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$77.7K - $86.3K
|
1.92K
$95K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.47K+ 29.14% |
$59.6K - $66.2K
|
6.53K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 16.7% |
$55.2K - $61.3K
|
9.53K
$472K
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.27K+ 8.93% |
$51.4K - $57.1K
|
15.5K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 4.61% |
$50.1K - $55.6K
|
28.1K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 10.62% |
$46.8K - $52K
|
12.1K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 2.05% |
$41.8K - $46.5K
|
51.5K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1K+ 4.17% |
$40.6K - $45.1K
|
25K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
834+ 1.56% |
$33.8K - $37.5K
|
54.2K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
795+ 3.34% |
$32.2K - $35.7K
|
24.6K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
758+ 1.52% |
$30.7K - $34.1K
|
50.6K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
690New |
$27.9K - $31K
|
690
$34.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
671New |
$27.2K - $30.2K
|
671
$33.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
661New |
$26.8K - $29.7K
|
661
$32.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
475+ 1.14% |
$19.2K - $21.4K
|
42.2K
$2.09M
|