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Sandy Spring Bank’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$248K Hold
5,419
– – 0.01% 339
2024
Q4 		$261K Sell
5,419
-74
-1% -$3.58K 0.01% 341
2024
Q3 		$260K Hold
5,493
– – 0.01% 349
2024
Q2 		$245K Hold
5,493
– – 0.01% 348
2024
Q1 		$235K Sell
5,493
-15
-0.3% -$611 0.01% 351
2023
Q4 		$214K Buy
+5,508
New +$200K 0.01% 353

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's SPYX Position: Q1 2025 in Review

Sandy Spring Bank held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2025 at 5,419 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #339.

Sandy Spring Bank first reported a position in SPYX in Q4 2023 and has held it in 6 quarters since. The position peaked at $261K in Q4 2024. 216 funds tracked by Wall St. Rank hold SPYX as of Q1 2025.

  • Sandy Spring Bank held 5,419 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $248K as of Q1 2025.
  • Sandy Spring Bank left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #339 holding.
  • Sandy Spring Bank first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 6 quarters since.
  • Sandy Spring Bank's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $261K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.