Pathstone Family Office’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Pathstone Family Office’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	$11.8M	Buy	+339,240	New	+$12.3M	0.09%	151

Other funds holding SPYX

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

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

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

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

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

Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return