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

Advisor Group’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
2019 Q4	$112K	Sell	4,242 -882	-17%	-$22.2K	﹤0.01%	2857
2019 Q3	$125K	Sell	5,124 -1,083	-17%	-$26.1K	﹤0.01%	2716
2019 Q2	$148K	Sell	6,207 -10,224	-62%	-$239K	﹤0.01%	2548
2019 Q1	$375K	Buy	16,431 +852	+5%	+$18.8K	﹤0.01%	1805
2018 Q4	$316K	Sell	15,579 -7,611	-33%	-$166K	﹤0.01%	1745
2018 Q3	$545K	Buy	23,190 +1,692	+8%	+$39K	0.01%	1407
2018 Q2	$471K	Buy	21,498 +6	+0%	+$131	0.01%	1352
2018 Q1	$462K	Buy	21,492 +753	+4%	+$16.7K	0.01%	1379
2017 Q4	$448K	Buy	20,739 +13,479	+186%	+$284K	0.01%	1402
2017 Q3	$148K	Buy	7,260 +6,279	+640%	+$125K	﹤0.01%	2088
2017 Q2	$19K	Buy	+981	New	+$19K	﹤0.01%	3533

Other funds holding SPYX

CCP

Cunning Capital Partners Morrisville, North Carolina $197M AUM 51.55% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFPM

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Advisor Group's SPYX Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 17% in Q4 2019, selling an estimated $22.2K and leaving 4,242 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Advisor Group first reported a position in SPYX in Q2 2017 and has held it in 11 quarters since. The position peaked at $545K in Q3 2018. 77 funds tracked by Wall St. Rank hold SPYX as of Q4 2019.

Advisor Group held 4,242 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $112K as of Q4 2019.
Advisor Group sold 882 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2019, an estimated $22.2K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2857 holding.
Advisor Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2017 and has held it in 11 quarters since.
Advisor Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $545K in Q3 2018.
77 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.