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Lanham O'Dell & Company’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Lanham O'Dell & Company’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
Q2 		– Sell
-38,036
Closed -$19.9M – 28
2024
Q1 		$19.9M Buy
+38,036
New +$1.55M 10.07% 3

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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lanham O'Dell & Company's SPYX Position: Q2 2024 in Review

Lanham O'Dell & Company sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2024, closing a stake of 38,036 shares — an estimated $19.9M sold.

Lanham O'Dell & Company first reported a position in SPYX in Q1 2024 and held it in 1 quarter. The position peaked at $19.9M in Q1 2024. 205 funds tracked by Wall St. Rank hold SPYX as of Q2 2024.

  • Lanham O'Dell & Company reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2024 after selling out during the quarter.
  • Lanham O'Dell & Company sold 38,036 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2024, an estimated $19.9M.
  • Lanham O'Dell & Company first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2024 and held it in 1 quarter.
  • Lanham O'Dell & Company's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $19.9M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2024.

Based on Lanham O'Dell & Company's 13F filing for Q2 2024, filed 15 Aug 2024.