RJA
SPYX icon

Raymond James & Associates’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Raymond James & Associates’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
Q3 		$515K Sell
10,890
-543
-5% -$24.6K ﹤0.01% 3095
2024
Q2 		$510K Buy
11,433
+122
+1% +$5.22K ﹤0.01% 3065
2024
Q1 		$484K Hold
11,311
– – ﹤0.01% 3082
2023
Q4 		$439K Hold
11,311
– – ﹤0.01% 3032
2023
Q3 		$393K Buy
+11,311
New +$410K ﹤0.01% 3034

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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 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

Raymond James & Associates's SPYX Position: Q3 2024 in Review

Raymond James & Associates reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 4.7% in Q3 2024, selling an estimated $24.6K and leaving 10,890 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Raymond James & Associates first reported a position in SPYX in Q3 2023 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold SPYX as of Q3 2024.

  • Raymond James & Associates held 10,890 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $515K as of Q3 2024.
  • Raymond James & Associates sold 543 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2024, an estimated $24.6K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3095 holding.
  • Raymond James & Associates first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2023 and has held it in 5 quarters since.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.