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

Syntrinsic’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 		$454K Buy
9,610
+26
+0.3% +$1.18K 0.15% 26
2024
Q2 		$427K Buy
9,584
+28
+0.3% +$1.2K 0.14% 25
2024
Q1 		$409K Buy
9,556
+442
+5% +$18K 0.14% 25
2023
Q4 		$354K Sell
9,114
-199
-2% -$7.23K 0.12% 24
2023
Q3 		$323K Buy
+9,313
New +$337K 0.15% 22

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 $27.1B AUM 20.2% 1-Year Est. Return

Syntrinsic's SPYX Position: Q3 2024 in Review

Syntrinsic increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.27% in Q3 2024, buying an estimated $1.18K and bringing the position to 9,610 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #26.

Syntrinsic 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.

  • Syntrinsic held 9,610 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $454K as of Q3 2024.
  • Syntrinsic bought 26 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2024, an estimated $1.18K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.15% of Syntrinsic's portfolio in Q3 2024, its #26 holding.
  • Syntrinsic 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 Syntrinsic's 13F filing for Q3 2024, filed 8 Oct 2024.