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

Aevitas Wealth Management’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 Q2	–	Sell	-2,391	Closed	-$54K	–	305
2019 Q1	$54K	Buy	2,391 +3	+0.1%	+$66	0.05%	183
2018 Q4	$49K	Buy	2,388 +6	+0.3%	+$131	0.05%	182
2018 Q3	$56K	Sell	2,382 -129	-5%	-$2.98K	0.05%	192
2018 Q2	$55K	Buy	2,511 +6	+0.2%	+$131	0.05%	185
2018 Q1	$54K	Buy	2,505 +3	+0.1%	+$66	0.05%	180
2017 Q4	$54K	Buy	+2,502	New	+$52.7K	0.05%	183

Other funds holding SPYX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCIG

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

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

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

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aevitas Wealth Management's SPYX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2019, closing a stake of 2,391 shares — an estimated $54K sold.

Aevitas Wealth Management first reported a position in SPYX in Q4 2017 and held it in 6 quarters. The position peaked at $56K in Q3 2018. 62 funds tracked by Wall St. Rank hold SPYX as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 2,391 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2019, an estimated $54K.
Aevitas Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $56K in Q3 2018.
62 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.