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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6- 1.05% |
$279 - $299
|
568
$28K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 9.09% |
$372 - $399
|
80
$3.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55- 0.72% |
$2.56K - $2.75K
|
7.57K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 30.27% |
$2.61K - $2.79K
|
129
$6.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-61- 0.18% |
$2.84K - $3.04K
|
33.1K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-74- 1.35% |
$3.44K - $3.69K
|
5.42K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 1.27% |
$4.33K - $4.64K
|
7.25K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 0.57% |
$5.4K - $5.79K
|
20.1K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-165- 2.1% |
$7.68K - $8.24K
|
7.68K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-166- 5.52% |
$7.72K - $8.29K
|
2.84K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-169- 4.56% |
$7.86K - $8.43K
|
3.54K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-173- 2.98% |
$8.05K - $8.63K
|
5.63K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.21% |
$9.31K - $9.98K
|
4.55K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-200- 0.64% |
$9.31K - $9.98K
|
31.2K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-205- 3.0% |
$9.54K - $10.2K
|
6.62K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-225- 2.71% |
$10.5K - $11.2K
|
8.07K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244- 0.71% |
$11.4K - $12.2K
|
34K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-340- 1.53% |
$15.8K - $17K
|
21.8K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-375- 6.65% |
$17.4K - $18.7K
|
5.27K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-385- 0.53% |
$17.9K - $19.2K
|
72K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420- 6.62% |
$19.5K - $21K
|
5.93K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-441- 2.17% |
$20.5K - $22K
|
19.9K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-442- 3.7% |
$20.6K - $22.1K
|
11.5K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-514- 5.67% |
$23.9K - $25.7K
|
8.55K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 14.3% |
$37.2K - $39.9K
|
4.8K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-817- 1.66% |
$38K - $40.8K
|
48.4K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-959- 1.6% |
$44.6K - $47.9K
|
58.9K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-965- 3.93% |
$44.9K - $48.2K
|
23.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.31K- 0.73% |
$61K - $65.4K
|
177K
$8.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 37.06% |
$68.7K - $73.7K
|
2.51K
$124K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.5K- 10.62% |
$70K - $75.1K
|
12.7K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.53K- 5.56% |
$71.3K - $76.5K
|
26K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 3.48% |
$72K - $77.3K
|
42.9K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.64K- 0.82% |
$76.4K - $82K
|
198K
$9.75M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.97K- 25.13% |
$91.8K - $98.5K
|
5.88K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.07K- 20.03% |
$96.1K - $103K
|
8.25K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.13K- 7.18% |
$99.2K - $106K
|
27.5K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.39K- 9.51% |
$111K - $119K
|
22.8K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.69K- 3.07% |
$125K - $134K
|
84.9K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.13K- 33.44% |
$145K - $156K
|
6.23K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.14K- 17.59% |
$146K - $157K
|
14.7K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 21.69% |
$154K - $165K
|
11.9K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.06K- 9.58% |
$189K - $202K
|
38.3K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.29K- 1.11% |
$200K - $214K
|
382K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.66K- 14.87% |
$217K - $233K
|
26.7K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.73K- 1.56% |
$220K - $236K
|
298K
$14.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.91K- 6.17% |
$229K - $245K
|
74.6K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 69.03% |
$238K - $255K
|
2.3K
$113K
|