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 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.41K- 2.84% |
$48.5K - $52.4K
|
48.1K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 12.47% |
$48.9K - $52.8K
|
9.92K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 3.95% |
$49.5K - $53.5K
|
34.9K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.56K- 6.35% |
$53.9K - $58.2K
|
23K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.71K- 9.68% |
$59.1K - $63.9K
|
16K
$790K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-1.75K- 10.76% |
$60.3K - $65.1K
|
14.5K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.78K- 6.1% |
$61.5K - $66.4K
|
27.4K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.9K- 8.67% |
$65.5K - $70.7K
|
20K
$988K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.93K- 6.8% |
$66.7K - $72K
|
26.4K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 3.57% |
$67.3K - $72.8K
|
52.6K
$2.6M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-2.01K- 14.5% |
$69.4K - $75K
|
11.9K
$586K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.34K- 27.83% |
$80.8K - $87.3K
|
6.07K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.34K- 4.59% |
$80.8K - $87.3K
|
48.6K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.82K- 6.53% |
$97.5K - $105K
|
40.4K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.29K- 4.06% |
$114K - $123K
|
77.8K
$3.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.54K- 4.65% |
$122K - $132K
|
72.7K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.97K- 4.64% |
$137K - $148K
|
81.6K
$4.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-4.97K- 11.22% |
$172K - $186K
|
39.4K
$1.95M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.17K- 9.97% |
$179K - $193K
|
46.7K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.66K- 2.49% |
$195K - $211K
|
222K
$11M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.19K- 88.58% |
$214K - $231K
|
798
$39.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.62K- 2.17% |
$229K - $247K
|
299K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-7.21K- 23.67% |
$249K - $269K
|
23.2K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.26K- 6.4% |
$285K - $308K
|
121K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.68K- 23.97% |
$300K - $324K
|
27.5K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 27.95% |
$403K - $435K
|
30K
$1.49M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.4K- 66.61% |
$463K - $501K
|
6.72K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-15.4K- 4.22% |
$531K - $574K
|
349K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.2K- 6.97% |
$561K - $606K
|
217K
$10.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-26.9K- 52.53% |
$929K - $1M
|
24.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.4K- 19.93% |
$1.12M - $1.21M
|
130K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-62.1K- 34.9% |
$2.15M - $2.32M
|
116K
$5.73M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 58.84% |
$3.59M - $3.88M
|
72.7K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-164K- 20.45% |
$5.65M - $6.11M
|
636K
$31.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-360K- 11.51% |
$12.4M - $13.4M
|
2.77M
$137M
|