Baldrige Asset Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Baldrige Asset Management’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	$5K	Hold	138	–	–	﹤0.01%	291
2022 Q4	$4K	Hold	138	–	–	﹤0.01%	276
2022 Q3	$4K	Sell	138 -45	-25%	-$1.46K	﹤0.01%	271
2022 Q2	$6K	Hold	183	–	–	﹤0.01%	268
2022 Q1	$7K	Hold	183	–	–	﹤0.01%	274
2021 Q4	$7K	Sell	183 -3	-2%	-$114	﹤0.01%	286
2021 Q3	$7K	Hold	186	–	–	﹤0.01%	300
2021 Q2	$7K	Buy	+186	New	+$6.41K	﹤0.01%	313

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

Baldrige Asset Management's SPYX Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2023 at 138 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Baldrige Asset Management first reported a position in SPYX in Q2 2021 and has held it in 8 quarters since. The position peaked at $7K in Q1 2022. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Baldrige Asset Management held 138 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $5K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2023.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #291 holding.
Baldrige Asset Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $7K in Q1 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 Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.