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

Arcadia 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
Q4 		– Sell
-1,902
Closed -$55.3K – 93
2022
Q3 		$55.3K Hold
1,902
– – 0.04% 50
2022
Q2 		$58.5K Hold
1,902
– – 0.04% 47
2022
Q1 		$70.4K Hold
1,902
– – 0.04% 48
2021
Q4 		$74.6K Buy
1,902
+36
+2% +$1.36K 0.04% 46
2021
Q3 		$66.1K Sell
1,866
-6
-0.3% -$219 0.04% 49
2021
Q2 		$66.2K Hold
1,872
– – 0.04% 49
2021
Q1 		$61.3K Sell
1,872
-189
-9% -$6.01K 0.03% 49
2020
Q4 		$63.9K Buy
2,061
+66
+3% +$1.94K 0.04% 46
2020
Q3 		$55.5K Hold
1,995
– – 0.04% 47
2020
Q2 		$50.7K Buy
1,995
+3
+0.2% +$72 0.03% 46
2020
Q1 		$42.4K Buy
1,992
+543
+37% +$13.6K 0.03% 48
2019
Q4 		$38.1K Buy
1,449
+54
+4% +$1.36K 0.03% 38
2019
Q3 		$33.8K Buy
+1,395
New +$33.6K 0.02% 47

Other funds holding SPYX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Arcadia Investment Advisors's SPYX Position: Q4 2022 in Review

Arcadia Investment Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 1,902 shares — an estimated $55.3K sold.

Arcadia Investment Advisors first reported a position in SPYX in Q3 2019 and held it in 13 quarters. The position peaked at $74.6K in Q4 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

  • Arcadia Investment Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
  • Arcadia Investment Advisors sold 1,902 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $55.3K.
  • Arcadia Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2019 and held it in 13 quarters.
  • Arcadia Investment Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $74.6K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Arcadia Investment Advisors's 13F filing for Q4 2022, filed 19 Dec 2024.