Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2KNew |
$1.36M - $1.46M
|
29.2K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.6K+ 5.62% |
$961K - $1.03M
|
388K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 8.74% |
$514K - $551K
|
137K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$497K - $533K
|
10.7K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.78KNew |
$409K - $438K
|
8.78K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.7K+ 116.88% |
$405K - $434K
|
16.2K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.29KNew |
$386K - $414K
|
8.29K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.2K+ 1.73% |
$381K - $409K
|
481K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69KNew |
$358K - $384K
|
7.69K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.53K+ 5.76% |
$350K - $376K
|
138K
$6.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 109.77% |
$292K - $313K
|
12K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.1K+ 97.35% |
$284K - $304K
|
12.4K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.6K+ 173.05% |
$261K - $279K
|
8.84K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.38K+ 76.11% |
$250K - $268K
|
12.4K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.55KNew |
$212K - $227K
|
4.55K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.43K+ 6.08% |
$206K - $221K
|
77.3K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.53K+ 13.65% |
$164K - $176K
|
29.4K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.51K+ 7.15% |
$163K - $175K
|
52.5K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.57K+ 42.74% |
$120K - $128K
|
8.58K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.27K+ 19.26% |
$106K - $113K
|
14.1K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.09KNew |
$97.1K - $104K
|
2.09K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.76KNew |
$81.7K - $87.6K
|
1.76K
$86.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.66K+ 16.09% |
$77.2K - $82.9K
|
12K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 3.52% |
$65K - $69.8K
|
41.1K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.04K+ 0.12% |
$48.3K - $51.9K
|
874K
$43.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
744New |
$34.6K - $37.1K
|
744
$36.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
600+ 6.43% |
$27.9K - $29.9K
|
9.93K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
596+ 12.26% |
$27.7K - $29.7K
|
5.46K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
565+ 12.51% |
$26.3K - $28.2K
|
5.08K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
500+ 1.08% |
$23.3K - $25K
|
46.8K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
422+ 1.55% |
$19.6K - $21.1K
|
27.6K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
397+ 5.45% |
$18.5K - $19.8K
|
7.68K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 2.3% |
$17.6K - $18.9K
|
16.9K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$14.5K - $15.6K
|
312
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 55.56% |
$14K - $15K
|
840
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
73+ 0.19% |
$3.4K - $3.64K
|
38.2K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.21K - $1.3K
|
6.69K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
23+ 0.15% |
$1.07K - $1.15K
|
15.5K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
23+ 0.27% |
$1.07K - $1.15K
|
8.43K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.27% |
$744 - $799
|
5.86K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13+ 0.09% |
$605 - $649
|
14.2K
$699K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.78% |
$372 - $399
|
1.04K
$51.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$326 - $349
|
23.3K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.09% |
$233 - $250
|
5.51K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.04% |
$140 - $150
|
8.28K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$140 - $150
|
1.23K
$60.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$93.1 - $99.8
|
693
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$93.1 - $99.8
|
675
$33.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$46.5 - $49.9
|
1.65K
$81.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$46.5 - $49.9
|
383
$18.9K
|