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

Appleton 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
2023 Q3	–	Sell	-8,133	Closed	-$294K	–	39
2023 Q2	$294K	Sell	8,133 -259	-3%	-$8.85K	0.41%	23
2023 Q1	$279K	Sell	8,392 -1,364	-14%	-$44.1K	0.54%	27
2022 Q4	$304K	Buy	+9,756	New	+$303K	0.45%	26
2022 Q1	–	Sell	-10,635	Closed	-$417K	–	57
2021 Q4	$417K	Sell	10,635 -1,464	-12%	-$55.5K	0.42%	30
2021 Q3	$428K	Buy	12,099 +672	+6%	+$24.5K	0.37%	20
2021 Q2	$404K	Sell	11,427 -585	-5%	-$20.2K	0.31%	28
2021 Q1	$393K	Buy	12,012 +2,751	+30%	+$87.5K	0.51%	23
2020 Q4	$287K	Buy	9,261 +1,410	+18%	+$41.4K	0.28%	23
2020 Q3	$219K	Buy	+7,851	New	+$215K	0.34%	28

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

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

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

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

SFPM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Appleton Group's SPYX Position: Q3 2023 in Review

Appleton Group sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2023, closing a stake of 8,133 shares — an estimated $294K sold.

Appleton Group first reported a position in SPYX in Q3 2020 and held it in 9 quarters. The position peaked at $428K in Q3 2021. 180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

Appleton Group reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 8,133 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $294K.
Appleton Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 9 quarters.
Appleton Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $428K in Q3 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.