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

Raymond James Financial Services Advisors’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 		$853K Sell
18,048
-1,639
-8% -$74.4K ﹤0.01% 2266
2024
Q2 		$878K Sell
19,687
-1,850
-9% -$79.2K ﹤0.01% 2171
2024
Q1 		$922K Sell
21,537
-696
-3% -$28.4K ﹤0.01% 2121
2023
Q4 		$863K Buy
22,233
+472
+2% +$17.2K ﹤0.01% 2075
2023
Q3 		$756K Sell
21,761
-322
-1% -$11.7K ﹤0.01% 2070
2023
Q2 		$799K Buy
22,083
+1,493
+7% +$51K ﹤0.01% 2054
2023
Q1 		$684K Sell
20,590
-2,255
-10% -$73K ﹤0.01% 2140
2022
Q4 		$711K Buy
22,845
+834
+4% +$25.9K ﹤0.01% 2066
2022
Q3 		$639K Buy
22,011
+4,623
+27% +$149K ﹤0.01% 2103
2022
Q2 		$535K Buy
17,388
+498
+3% +$16.6K ﹤0.01% 2228
2022
Q1 		$625K Sell
16,890
-926,865
-98% -$33.8M ﹤0.01% 2242
2021
Q4 		$37M Buy
943,755
+937,740
+15,590% +$35.5M 0.07% 280
2021
Q3 		$213K Sell
6,015
-915
-13% -$33.4K ﹤0.01% 2935
2021
Q2 		$245K Buy
6,930
+585
+9% +$20.2K ﹤0.01% 2864
2021
Q1 		$208K Buy
+6,345
New +$202K ﹤0.01% 2887

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 $609B AUM 40.19% 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 $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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Raymond James Financial Services Advisors's SPYX Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 8.3% in Q3 2024, selling an estimated $74.4K and leaving 18,048 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Raymond James Financial Services Advisors first reported a position in SPYX in Q1 2021 and has held it in 15 quarters since. The position peaked at $37M in Q4 2021. 215 funds tracked by Wall St. Rank hold SPYX as of Q3 2024.

  • Raymond James Financial Services Advisors held 18,048 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $853K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,639 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2024, an estimated $74.4K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2266 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $37M in Q4 2021.
  • 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.