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 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 14.3% |
$37.2K - $39.9K
|
4.8K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-817- 1.66% |
$38K - $40.8K
|
48.4K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-959- 1.6% |
$44.6K - $47.9K
|
58.9K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-965- 3.93% |
$44.9K - $48.2K
|
23.6K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.31K- 0.73% |
$61K - $65.4K
|
177K
$8.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.38K- 6.91% |
$64.1K - $68.8K
|
18.6K
$930K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 37.06% |
$68.7K - $73.7K
|
2.51K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.5K- 10.62% |
$70K - $75.1K
|
12.7K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.51K- 8.29% |
$70.3K - $75.4K
|
16.7K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.53K- 5.56% |
$71.3K - $76.5K
|
26K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 3.48% |
$72K - $77.3K
|
42.9K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.64K- 0.82% |
$76.4K - $82K
|
198K
$9.9M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.97K- 25.13% |
$91.8K - $98.5K
|
5.88K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.07K- 20.03% |
$96.1K - $103K
|
8.25K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.13K- 7.18% |
$99.2K - $106K
|
27.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.24K- 6.13% |
$104K - $112K
|
34.2K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.39K- 9.51% |
$111K - $119K
|
22.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.67K- 2.27% |
$124K - $133K
|
115K
$5.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.69K- 3.07% |
$125K - $134K
|
84.9K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.13K- 33.44% |
$145K - $156K
|
6.23K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.14K- 17.59% |
$146K - $157K
|
14.7K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 21.69% |
$154K - $165K
|
11.9K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.06K- 9.58% |
$189K - $202K
|
38.3K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.29K- 1.11% |
$200K - $214K
|
382K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.66K- 14.87% |
$217K - $233K
|
26.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.73K- 1.56% |
$220K - $236K
|
298K
$14.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.91K- 6.17% |
$229K - $245K
|
74.6K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 69.03% |
$238K - $255K
|
2.3K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.06K- 4.25% |
$282K - $302K
|
137K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.78K- 24.27% |
$408K - $438K
|
27.4K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-63.7K- 2.39% |
$2.96M - $3.18M
|
2.6M
$130M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-307K- 33.81% |
$14.3M - $15.3M
|
600K
$30.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.51M- 54.13% |
$70.4M - $75.5M
|
1.28M
$64.2M
|