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

Angeles Investment Advisors’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
2022 Q3	–	Sell	-15,750	Closed	-$484K	–	109
2022 Q2	$484K	Sell	15,750 -832,500	-98%	-$27.8M	0.04%	38
2022 Q1	$31.4M	Buy	848,250 +816,750	+2,593%	+$29.8M	2.17%	9
2021 Q4	$1.24M	Hold	31,500	–	–	0.06%	74
2021 Q3	$1.11M	Buy	31,500 +8,250	+35%	+$301K	0.06%	77
2021 Q2	$823K	Hold	23,250	–	–	0.05%	69
2021 Q1	$761K	Hold	23,250	–	–	0.06%	61
2020 Q4	$721K	Hold	23,250	–	–	0.07%	55
2020 Q3	$647K	Buy	+23,250	New	+$637K	0.08%	47

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

SFPM

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Angeles Investment Advisors's SPYX Position: Q3 2022 in Review

Angeles Investment Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2022, closing a stake of 15,750 shares — an estimated $484K sold.

Angeles Investment Advisors first reported a position in SPYX in Q3 2020 and held it in 8 quarters. The position peaked at $31.4M in Q1 2022. 166 funds tracked by Wall St. Rank hold SPYX as of Q3 2022.

Angeles Investment Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
Angeles Investment Advisors sold 15,750 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $484K.
Angeles Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 8 quarters.
Angeles Investment Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $31.4M in Q1 2022.
166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Angeles Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.