Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
339KNew |
$11.7M - $12.7M
|
339K
$16.8M
|
|
Oct 16, 2023
Q3 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
158KNew |
$5.45M - $5.89M
|
158K
$7.8M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.6K+ 31.28% |
$2.37M - $2.56M
|
288K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
62.7K+ 30.67% |
$2.17M - $2.34M
|
267K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.9M - $2.05M
|
55K
$2.72M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.9K+ 32.73% |
$1.55M - $1.68M
|
182K
$9.01M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4K+ 156.27% |
$1.09M - $1.17M
|
51.6K
$2.55M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.8K+ 103.11% |
$858K - $927K
|
48.9K
$2.42M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.5K+ 12.83% |
$846K - $914K
|
215K
$10.6M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.3KNew |
$631K - $682K
|
18.3K
$904K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1KNew |
$452K - $488K
|
13.1K
$647K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$391K - $422K
|
11.3K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 142.37% |
$389K - $421K
|
19.2K
$949K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
11.2K+ 16.98% |
$387K - $418K
|
77.1K
$3.82M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
11K+ 26.95% |
$380K - $411K
|
51.9K
$2.57M
|
|
Oct 11, 2023
Q3 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
10.9KNew |
$377K - $408K
|
10.9K
$540K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$374K - $404K
|
10.8K
$536K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.8K+ 10.17% |
$374K - $404K
|
117K
$5.8M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.1KNew |
$350K - $378K
|
10.1K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7KNew |
$335K - $362K
|
9.7K
$480K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
9.31KNew |
$322K - $348K
|
9.31K
$461K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
8.7KNew |
$301K - $325K
|
8.7K
$430K
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.31KNew |
$287K - $310K
|
8.31K
$411K
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.87KNew |
$272K - $294K
|
7.87K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.45K+ 1.71% |
$258K - $278K
|
444K
$22M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.87K+ 10.43% |
$237K - $256K
|
72.7K
$3.6M
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.62K+ 1.31% |
$194K - $210K
|
434K
$21.5M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.41K+ 0.26% |
$187K - $202K
|
2.09M
$103M
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.46K+ 13.47% |
$119K - $129K
|
29.1K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.27K+ 7.78% |
$113K - $122K
|
45.3K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.74K+ 48.51% |
$94.7K - $102K
|
8.39K
$415K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$88.6K - $95.8K
|
2.57K
$127K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.78K+ 25.82% |
$61.3K - $66.3K
|
8.65K
$428K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 11.57% |
$58K - $62.7K
|
16.2K
$802K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.65KNew |
$57.1K - $61.7K
|
1.65K
$81.7K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 14.97% |
$46.1K - $49.8K
|
10.2K
$507K
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.09K+ 1.31% |
$37.7K - $40.7K
|
84.3K
$4.17M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
960New |
$33.2K - $35.8K
|
960
$47.5K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
897+ 7.81% |
$31K - $33.5K
|
12.4K
$613K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
839+ 11.06% |
$29K - $31.3K
|
8.43K
$417K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
687+ 2.09% |
$23.7K - $25.6K
|
33.6K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
678+ 664.71% |
$23.4K - $25.3K
|
780
$38.6K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
650+ 7.19% |
$22.5K - $24.3K
|
9.69K
$479K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
560+ 0.33% |
$19.3K - $20.9K
|
170K
$8.41M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
477+ 3.51% |
$16.5K - $17.8K
|
14.1K
$696K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
288+ 0.44% |
$9.95K - $10.8K
|
65.5K
$3.24M
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
181+ 18.01% |
$6.25K - $6.76K
|
1.19K
$58.7K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
170+ 14.91% |
$5.87K - $6.35K
|
1.31K
$64.8K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$4.7K - $5.08K
|
136
$6.73K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 0.77% |
$3.97K - $4.29K
|
15K
$742K
|