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

Arjuna Capital’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 Q1	–	Sell	-41,304	Closed	-$1.29M	–	113
2022 Q4	$1.29M	Buy	41,304 +8,796	+27%	+$273K	0.59%	47
2022 Q3	$944K	Buy	32,508 +13,893	+75%	+$449K	0.46%	60
2022 Q2	$572K	Buy	18,615 +2,628	+16%	+$87.7K	0.28%	68
2022 Q1	$592K	Sell	15,987 -2,571	-14%	-$93.9K	0.25%	69
2021 Q4	$728K	Sell	18,558 -627	-3%	-$23.8K	0.27%	72
2021 Q3	$679K	Buy	19,185 +705	+4%	+$25.7K	0.28%	76
2021 Q2	$654K	Sell	18,480 -5,355	-22%	-$185K	0.28%	81
2021 Q1	$780K	Sell	23,835 -1,461	-6%	-$46.5K	0.38%	73
2020 Q4	$784K	Buy	25,296 +3,282	+15%	+$96.5K	0.43%	65
2020 Q3	$613K	Sell	22,014 -13,542	-38%	-$371K	0.38%	64
2020 Q2	$904K	Sell	35,556 -189	-0.5%	-$4.56K	0.62%	49
2020 Q1	$761K	Buy	35,745 +5,028	+16%	+$126K	0.63%	45
2019 Q4	$808K	Buy	30,717 +1,485	+5%	+$37.4K	0.58%	51
2019 Q3	$708K	Buy	29,232 +3,372	+13%	+$81.2K	0.6%	44
2019 Q2	$617K	Buy	25,860 +13,161	+104%	+$308K	0.44%	64
2019 Q1	$289K	Sell	12,699 -1,446	-10%	-$31.8K	0.22%	83
2018 Q4	$287K	Buy	14,145 +516	+4%	+$11.3K	0.26%	82
2018 Q3	$321K	Buy	13,629 +471	+4%	+$10.9K	0.24%	83
2018 Q2	$289K	Buy	13,158 +963	+8%	+$21K	0.24%	82
2018 Q1	$262K	Sell	12,195 -9,504	-44%	-$210K	0.22%	77
2017 Q4	$469K	Buy	+21,699	New	+$457K	0.44%	67

Other funds holding SPYX

CIA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SFPM

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

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

Arjuna Capital's SPYX Position: Q1 2023 in Review

Arjuna Capital sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 41,304 shares — an estimated $1.29M sold.

Arjuna Capital first reported a position in SPYX in Q4 2017 and held it in 21 quarters. The position peaked at $1.29M in Q4 2022. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Arjuna Capital reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
Arjuna Capital sold 41,304 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $1.29M.
Arjuna Capital first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2017 and held it in 21 quarters.
Arjuna Capital's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.29M in Q4 2022.
178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on Arjuna Capital's 13F filing for Q1 2023, filed 15 May 2023.