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Clear Point Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Clear Point Advisors’s Portfolio SPYX Stock Details SPYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-323
Closed -$15.3K – 475
2024
Q3 		$15.3K Hold
323
– – 0.01% 298
2024
Q2 		$14.4K Buy
323
+1
+0.3% +$43 0.01% 296
2024
Q1 		$13.8K Buy
322
+1
+0.3% +$41 0.01% 305
2023
Q4 		$12.4K Buy
+321
New +$11.7K 0.01% 300

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Clear Point Advisors's SPYX Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2024, closing a stake of 323 shares — an estimated $15.3K sold.

Clear Point Advisors first reported a position in SPYX in Q4 2023 and held it in 4 quarters. The position peaked at $15.3K in Q3 2024. 221 funds tracked by Wall St. Rank hold SPYX as of Q4 2024.

  • Clear Point Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 323 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $15.3K.
  • Clear Point Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $15.3K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.