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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

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return

Pathstone Family Office's SPYX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2023: 339,240 shares worth $11.8M. The stake represents 0.09% of the portfolio and ranks #151 among its holdings.

180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

  • Pathstone Family Office held 339,240 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $11.8M as of Q3 2023.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Pathstone Family Office position in Q3 2023.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.09% of Pathstone Family Office's portfolio in Q3 2023, its #151 holding.
  • 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 Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.