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

Angeles 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
2022
Q3 		– Sell
-15,750
Closed -$484K – 230
2022
Q2 		$484K Hold
15,750
– – 0.1% 103
2022
Q1 		$583K Buy
+15,750
New +$575K 0.11% 101

Other funds holding SPYX

Franklin Resources
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $25B AUM 18.87% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Angeles Wealth Management's SPYX Position: Q3 2022 in Review

Angeles Wealth Management 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 Wealth Management first reported a position in SPYX in Q1 2022 and held it in 2 quarters. The position peaked at $583K in Q1 2022. 166 funds tracked by Wall St. Rank hold SPYX as of Q3 2022.

  • Angeles Wealth Management 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 Wealth Management sold 15,750 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $484K.
  • Angeles Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 2 quarters.
  • Angeles Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $583K 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 Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.