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

Oppenheimer & Co’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
2020
Q2 		– Sell
-21,390
Closed -$455K – 1316
2020
Q1 		$455K Buy
+21,390
New +$536K 0.01% 768

Other funds holding SPYX

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oppenheimer & Co's SPYX Position: Q2 2020 in Review

Oppenheimer & Co sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2020, closing a stake of 21,390 shares — an estimated $455K sold.

Oppenheimer & Co first reported a position in SPYX in Q1 2020 and held it in 1 quarter. The position peaked at $455K in Q1 2020. 97 funds tracked by Wall St. Rank hold SPYX as of Q2 2020.

  • Oppenheimer & Co reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2020 after selling out during the quarter.
  • Oppenheimer & Co sold 21,390 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2020, an estimated $455K.
  • Oppenheimer & Co first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 1 quarter.
  • Oppenheimer & Co's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $455K in Q1 2020.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2020.

Based on Oppenheimer & Co's 13F filing for Q2 2020, filed 11 Aug 2020.