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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-169- 4.56% |
$7.86K - $8.43K
|
3.54K
$180K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-173- 2.98% |
$8.05K - $8.63K
|
5.63K
$287K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-188- 1.19% |
$8.75K - $9.38K
|
15.7K
$797K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-189- 1.22% |
$8.79K - $9.43K
|
15.3K
$780K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 4.21% |
$9.31K - $9.98K
|
4.55K
$232K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-200- 0.64% |
$9.31K - $9.98K
|
31.2K
$1.59M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-205- 3.0% |
$9.54K - $10.2K
|
6.62K
$337K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-225- 2.71% |
$10.5K - $11.2K
|
8.07K
$411K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244- 0.71% |
$11.4K - $12.2K
|
34K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-250- 5.14% |
$11.6K - $12.5K
|
4.61K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252- 0.72% |
$11.7K - $12.6K
|
34.6K
$1.76M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-340- 1.53% |
$15.8K - $17K
|
21.8K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-374- 6.09% |
$17.4K - $18.7K
|
5.76K
$293K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-375- 6.65% |
$17.4K - $18.7K
|
5.27K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-385- 0.53% |
$17.9K - $19.2K
|
72K
$3.67M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420- 6.62% |
$19.5K - $21K
|
5.93K
$302K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-441- 2.17% |
$20.5K - $22K
|
19.9K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-442- 3.7% |
$20.6K - $22.1K
|
11.5K
$585K
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-452- 0.64% |
$21K - $22.6K
|
70K
$3.57M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-514- 5.67% |
$23.9K - $25.7K
|
8.55K
$435K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-590- 10.59% |
$27.5K - $29.4K
|
4.98K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-600- 40.0% |
$27.9K - $29.9K
|
900
$45.8K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-674- 8.64% |
$31.4K - $33.6K
|
7.13K
$363K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 14.3% |
$37.2K - $39.9K
|
4.8K
$244K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-817- 1.66% |
$38K - $40.8K
|
48.4K
$2.46M
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-959- 1.6% |
$44.6K - $47.9K
|
58.9K
$3M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-965- 3.93% |
$44.9K - $48.2K
|
23.6K
$1.2M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.31K- 0.73% |
$61K - $65.4K
|
177K
$9.03M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.38K- 6.91% |
$64.1K - $68.8K
|
18.6K
$945K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 37.06% |
$68.7K - $73.7K
|
2.51K
$128K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.5K- 10.62% |
$70K - $75.1K
|
12.7K
$644K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.51K- 8.29% |
$70.3K - $75.4K
|
16.7K
$851K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.53K- 5.56% |
$71.3K - $76.5K
|
26K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 3.48% |
$72K - $77.3K
|
42.9K
$2.19M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.64K- 0.82% |
$76.4K - $82K
|
198K
$10.1M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.97K- 25.13% |
$91.8K - $98.5K
|
5.88K
$299K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.07K- 20.03% |
$96.1K - $103K
|
8.25K
$420K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.13K- 7.18% |
$99.2K - $106K
|
27.5K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.24K- 6.13% |
$104K - $112K
|
34.2K
$1.74M
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.39K- 9.51% |
$111K - $119K
|
22.8K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.67K- 2.27% |
$124K - $133K
|
115K
$5.84M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.69K- 3.07% |
$125K - $134K
|
84.9K
$4.32M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.13K- 33.44% |
$145K - $156K
|
6.23K
$317K
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.14K- 17.59% |
$146K - $157K
|
14.7K
$749K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 21.69% |
$154K - $165K
|
11.9K
$607K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.37K- 11.28% |
$157K - $168K
|
26.5K
$1.35M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.06K- 9.58% |
$189K - $202K
|
38.3K
$1.95M
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.29K- 1.11% |
$200K - $214K
|
382K
$19.4M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.66K- 14.87% |
$217K - $233K
|
26.7K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.73K- 1.56% |
$220K - $236K
|
298K
$15.1M
|