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Howe & Rusling’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Howe & Rusling’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
-166
Closed -$7.84K – 459
2024
Q3 		$7.84K Buy
+166
New +$7.53K ﹤0.01% 362
2020
Q4 		– Sell
-1,068
Closed -$30K – 1000
2020
Q3 		$30K Hold
1,068
– – 0.01% 315
2020
Q2 		$27K Buy
+1,068
New +$25.8K 0.01% 316

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

Howe & Rusling's SPYX Position: Q4 2024 in Review

Howe & Rusling sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2024, closing a stake of 166 shares — an estimated $7.84K sold.

Howe & Rusling first reported a position in SPYX in Q2 2020 and held it in 3 quarters. The position peaked at $30K in Q3 2020. 221 funds tracked by Wall St. Rank hold SPYX as of Q4 2024.

  • Howe & Rusling 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.
  • Howe & Rusling sold 166 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $7.84K.
  • Howe & Rusling first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and held it in 3 quarters.
  • Howe & Rusling's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $30K in Q3 2020.
  • 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 Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.