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

Astoria Portfolio 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
2023 Q2	–	Sell	-9,400	Closed	-$312K	–	200
2023 Q1	$312K	Sell	9,400 -16,457	-64%	-$533K	0.13%	136
2022 Q4	$276K	Buy	25,857 +13,767	+114%	+$428K	0.13%	154
2022 Q3	$351K	Sell	12,090 -333	-3%	-$10.8K	0.24%	96
2022 Q2	$382K	Sell	12,423 -22,440	-64%	-$749K	0.28%	87
2022 Q1	$1.29M	Sell	34,863 -35,775	-51%	-$1.31M	1.01%	25
2021 Q4	$2.77M	Buy	+70,638	New	+$2.68M	2.2%	7

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 $25B AUM 18.87% 1-Year Est. Return

LSAG

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

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

Astoria Portfolio Advisors's SPYX Position: Q2 2023 in Review

Astoria Portfolio Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2023, closing a stake of 9,400 shares — an estimated $312K sold.

Astoria Portfolio Advisors first reported a position in SPYX in Q4 2021 and held it in 6 quarters. The position peaked at $2.77M in Q4 2021. 174 funds tracked by Wall St. Rank hold SPYX as of Q2 2023.

Astoria Portfolio Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2023 after selling out during the quarter.
Astoria Portfolio Advisors sold 9,400 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $312K.
Astoria Portfolio Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 6 quarters.
Astoria Portfolio Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.77M in Q4 2021.
174 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.