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

Appleton Partners’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
2021 Q3	–	Sell	-6,090	Closed	-$215K	–	298
2021 Q2	$215K	Buy	+6,090	New	+$210K	0.02%	282
2020 Q1	–	Sell	-10,590	Closed	-$278K	–	287
2019 Q4	$278K	Hold	10,590	–	–	0.03%	252
2019 Q3	$256K	Hold	10,590	–	–	0.03%	252
2019 Q2	$253K	Hold	10,590	–	–	0.03%	254
2019 Q1	$241K	Hold	10,590	–	–	0.03%	244
2018 Q4	$215K	Hold	10,590	–	–	0.03%	244
2018 Q3	$249K	Sell	10,590 -2,535	-19%	-$58.5K	0.03%	236
2018 Q2	$288K	Hold	13,125	–	–	0.04%	223
2018 Q1	$282K	Hold	13,125	–	–	0.04%	222
2017 Q4	$283K	Sell	13,125 -2,295	-15%	-$48.3K	0.04%	223
2017 Q3	$313K	Buy	+15,420	New	+$308K	0.05%	195

Other funds holding SPYX

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

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

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

SFPM

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

LSAG

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Appleton Partners's SPYX Position: Q3 2021 in Review

Appleton Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2021, closing a stake of 6,090 shares — an estimated $215K sold.

Appleton Partners first reported a position in SPYX in Q3 2017 and held it in 11 quarters. The position peaked at $313K in Q3 2017. 161 funds tracked by Wall St. Rank hold SPYX as of Q3 2021.

Appleton Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2021 after selling out during the quarter.
Appleton Partners sold 6,090 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2021, an estimated $215K.
Appleton Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2017 and held it in 11 quarters.
Appleton Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $313K in Q3 2017.
161 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2021.

Based on Appleton Partners's 13F filing for Q3 2021, filed 14 Oct 2021.