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

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-2,490
Closed -$118K – 899
2024
Q3 		$118K Hold
2,490
– – 0.01% 400
2024
Q2 		$111K Buy
2,490
+65
+3% +$2.78K 0.01% 249
2024
Q1 		$104K Hold
2,425
– – 0.01% 271
2023
Q4 		$94.1K Hold
2,425
– – 0.01% 283
2023
Q3 		$84.2K Hold
2,425
– – 0.01% 315
2023
Q2 		$87.7K Sell
2,425
-5
-0.2% -$171 0.01% 333
2023
Q1 		$80.8K Hold
2,430
– – 0.01% 350
2022
Q4 		$75.6K Hold
2,430
– – 0.01% 349
2022
Q3 		$71K Hold
2,430
– – 0.01% 278
2022
Q2 		$75K Buy
2,430
+90
+4% +$3K 0.01% 288
2022
Q1 		$87K Hold
2,340
– – 0.01% 290
2021
Q4 		$92K Hold
2,340
– – 0.01% 277
2021
Q3 		$83K Hold
2,340
– – 0.01% 286
2021
Q2 		$83K Buy
2,340
+21
+0.9% +$724 0.01% 296
2021
Q1 		$76K Hold
2,319
– – 0.01% 288
2020
Q4 		$72K Buy
2,319
+810
+54% +$23.8K 0.01% 280
2020
Q3 		$42K Buy
1,509
+519
+52% +$14.2K 0.01% 315
2020
Q2 		$25K Hold
990
– – ﹤0.01% 366
2020
Q1 		$21K Hold
990
– – ﹤0.01% 371
2019
Q4 		$26K Hold
990
– – ﹤0.01% 389
2019
Q3 		$24K Buy
990
+870
+725% +$20.9K ﹤0.01% 388
2019
Q2 		$3K Buy
+120
New +$2.81K ﹤0.01% 488

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Baldwin Wealth Partners's SPYX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2024, closing a stake of 2,490 shares — an estimated $118K sold.

Baldwin Wealth Partners first reported a position in SPYX in Q2 2019 and held it in 22 quarters. The position peaked at $118K in Q3 2024. 221 funds tracked by Wall St. Rank hold SPYX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,490 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $118K.
  • Baldwin Wealth Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2019 and held it in 22 quarters.
  • Baldwin Wealth Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $118K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.