Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.36K+ 4.9% |
$78.8K - $91.9K
|
50.5K
$2.5M
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.2K+ 3.03% |
$73.6K - $85.8K
|
74.9K
$3.7M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.07K+ 4.27% |
$69.2K - $80.8K
|
50.7K
$2.51M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.91K+ 19.26% |
$63.8K - $74.5K
|
11.8K
$585K
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.86K+ 5.54% |
$62.2K - $72.6K
|
35.5K
$1.75M
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.84K+ 15.55% |
$61.6K - $71.8K
|
13.7K
$677K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.79KNew |
$59.7K - $69.7K
|
1.79K
$88.5K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.72K+ 32.74% |
$57.6K - $67.2K
|
6.99K
$346K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 42.82% |
$54.8K - $63.9K
|
5.47K
$271K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.51K+ 185.85% |
$50.5K - $58.9K
|
2.32K
$115K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.83% |
$44.6K - $52.1K
|
36.2K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 6.85% |
$38.8K - $45.2K
|
18.1K
$896K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
950+ 69.85% |
$31.7K - $37K
|
2.31K
$114K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$30.7K - $35.8K
|
918
$45.4K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
907+ 7.33% |
$30.3K - $35.4K
|
13.3K
$657K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
858+ 0.32% |
$28.7K - $33.4K
|
269K
$13.3M
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
844+ 10.73% |
$28.2K - $32.9K
|
8.71K
$431K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$26.5K - $31K
|
794
$39.3K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
709New |
$23.7K - $27.6K
|
709
$35.1K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
675+ 16.8% |
$22.6K - $26.3K
|
4.69K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
560+ 200.0% |
$18.7K - $21.8K
|
840
$41.6K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
537+ 2.69% |
$17.9K - $20.9K
|
20.5K
$1.01M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
525+ 8.75% |
$17.5K - $20.5K
|
6.53K
$323K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
472+ 2.17% |
$15.8K - $18.4K
|
22.2K
$1.1M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
321New |
$10.7K - $12.5K
|
321
$15.9K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300+ 15.63% |
$10K - $11.7K
|
2.22K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
293New |
$9.79K - $11.4K
|
293
$14.5K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
247+ 18.85% |
$8.25K - $9.63K
|
1.56K
$77K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
241+ 2.56% |
$8.05K - $9.39K
|
9.67K
$478K
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
176+ 0.74% |
$5.88K - $6.86K
|
23.9K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
128+ 1.38% |
$4.28K - $4.99K
|
9.39K
$464K
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
115+ 1.57% |
$3.84K - $4.48K
|
7.46K
$369K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.2% |
$3.57K - $4.17K
|
52.8K
$2.61M
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
105+ 0.27% |
$3.51K - $4.09K
|
39.5K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$2.81K - $3.27K
|
84
$4.16K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
77+ 0.77% |
$2.57K - $3K
|
10.1K
$498K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
50+ 0.31% |
$1.67K - $1.95K
|
16.2K
$800K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
31+ 0.19% |
$1.04K - $1.21K
|
16.3K
$808K
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.33% |
$902 - $1.05K
|
8.33K
$412K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
25+ 0.11% |
$835 - $974
|
23.3K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
23+ 0.32% |
$768 - $897
|
7.19K
$356K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.32% |
$535 - $624
|
4.94K
$244K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11+ 0.16% |
$368 - $429
|
6.73K
$333K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.16% |
$334 - $390
|
6.27K
$310K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5+ 0.38% |
$167 - $195
|
1.32K
$65.4K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.02% |
$134 - $156
|
23K
$1.14M
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.33% |
$134 - $156
|
1.21K
$60K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$33.4 - $39
|
8.28K
$410K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$33.4 - $39
|
6.35K
$314K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.27% |
$33.4 - $39
|
367
$18.2K
|