JP Morgan Private Wealth Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$2.53M	Sell	72,959 -704	-1%	-$25.5K	0.01%	669
2023 Q2	$2.66M	Sell	73,663 -7,526	-9%	-$257K	0.01%	482
2023 Q1	$2.7M	Sell	81,189 -18,378	-18%	-$595K	0.01%	771
2022 Q4	$3.1M	Sell	99,567 -24,756	-20%	-$769K	0.01%	713
2022 Q3	$3.61M	Buy	124,323 +7,635	+7%	+$247K	0.01%	648
2022 Q2	$3.59M	Buy	116,688 +3,081	+3%	+$103K	0.01%	663
2022 Q1	$4.2M	Buy	113,607 +6,285	+6%	+$229K	0.01%	672
2021 Q4	$4.21M	Buy	107,322 +59,970	+127%	+$2.27M	0.01%	656
2021 Q3	$1.68M	Buy	47,352 +7,629	+19%	+$278K	﹤0.01%	970
2021 Q2	$1.41M	Buy	39,723 +9,723	+32%	+$335K	﹤0.01%	1031
2021 Q1	$982K	Hold	30,000	–	–	﹤0.01%	1048
2020 Q4	$930K	Hold	30,000	–	–	﹤0.01%	1032
2020 Q3	$835K	Sell	30,000 -7,500	-20%	-$205K	﹤0.01%	952
2020 Q2	$954K	Sell	37,500 -18,600	-33%	-$449K	﹤0.01%	828
2020 Q1	$1.19M	Buy	56,100 +900	+2%	+$22.5K	0.01%	659
2019 Q4	$1.45M	Hold	55,200	–	–	0.01%	679
2019 Q3	$1.34M	Sell	55,200 -1,200	-2%	-$28.9K	0.01%	676
2019 Q2	$1.34M	Hold	56,400	–	–	0.01%	677
2019 Q1	$1.28M	Buy	56,400 +900	+2%	+$19.8K	0.01%	716
2018 Q4	$1.13M	Hold	55,500	–	–	0.01%	717
2018 Q3	$1.31M	Hold	55,500	–	–	0.01%	743
2018 Q2	$1.22M	Hold	55,500	–	–	0.01%	712
2018 Q1	$1.19M	Hold	55,500	–	–	0.01%	608
2017 Q4	$1.2M	Hold	55,500	–	–	0.01%	611
2017 Q3	$1.13M	Buy	+55,500	New	+$1.11M	0.01%	597

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPYX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.96% in Q3 2023, selling an estimated $25.5K and leaving 72,959 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #669.

JP Morgan Private Wealth Advisors first reported a position in SPYX in Q3 2017 and has held it in 25 quarters since. The position peaked at $4.21M in Q4 2021. 180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

JP Morgan Private Wealth Advisors held 72,959 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.53M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 704 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $25.5K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #669 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2017 and has held it in 25 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $4.21M in Q4 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.