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

Arkadios Wealth 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
2021 Q4	–	Sell	-3,768	Closed	-$133K	–	1621
2021 Q3	$133K	Hold	3,768	–	–	0.02%	613
2021 Q2	$133K	Hold	3,768	–	–	0.02%	644
2021 Q1	$123K	Buy	+3,768	New	+$120K	0.02%	492

Other funds holding SPYX

CIA

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RIS

Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return

LSAG

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

Arkadios Wealth Advisors's SPYX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 3,768 shares — an estimated $133K sold.

Arkadios Wealth Advisors first reported a position in SPYX in Q1 2021 and held it in 3 quarters. The position peaked at $133K in Q3 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,768 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $133K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $133K in Q3 2021.
172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.