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

Rollins Financial’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 Q4	$313K	Hold	8,055	–	–	0.07%	80
2023 Q3	$280K	Hold	8,055	–	–	0.07%	85
2023 Q2	$291K	Hold	8,055	–	–	0.08%	81
2023 Q1	$268K	Buy	+8,055	New	+$261K	0.09%	96

Other funds holding SPYX

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

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

Rollins Financial's SPYX Position: Q4 2023 in Review

Rollins Financial held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q4 2023 at 8,055 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #80.

Rollins Financial first reported a position in SPYX in Q1 2023 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold SPYX as of Q4 2023.

Rollins Financial held 8,055 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $313K as of Q4 2023.
Rollins Financial left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q4 2023.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of Rollins Financial's portfolio in Q4 2023, its #80 holding.
Rollins Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2023 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.