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

BerganKDV Wealth 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
Q2 		$1.06M Buy
29,383
+12,242
+71% +$418K 0.11% 130
2023
Q1 		$570K Buy
17,141
+50
+0.3% +$1.62K 0.06% 163
2022
Q4 		$532K Buy
17,091
+1,416
+9% +$44K 0.06% 162
2022
Q3 		$455K Buy
15,675
+36
+0.2% +$1.16K 0.05% 169
2022
Q2 		$481K Buy
15,639
+168
+1% +$5.6K 0.06% 177
2022
Q1 		$573K Buy
15,471
+471
+3% +$17.2K 0.06% 175
2021
Q4 		$589K Buy
15,000
+3,039
+25% +$115K 0.06% 179
2021
Q3 		$424K Buy
11,961
+5,379
+82% +$196K 0.05% 194
2021
Q2 		$233K Buy
6,582
+801
+14% +$27.6K 0.03% 232
2021
Q1 		$189K Buy
5,781
+5,148
+813% +$164K 0.02% 244
2020
Q4 		$20K Hold
633
– – ﹤0.01% 480
2020
Q3 		$18K Buy
+633
New +$17.3K ﹤0.01% 441

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
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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RG
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

BerganKDV Wealth Management's SPYX Position: Q2 2023 in Review

BerganKDV Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 71% in Q2 2023, buying an estimated $418K and bringing the position to 29,383 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #130.

BerganKDV Wealth Management first reported a position in SPYX in Q3 2020 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold SPYX as of Q2 2023.

  • BerganKDV Wealth Management held 29,383 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.06M as of Q2 2023.
  • BerganKDV Wealth Management bought 12,242 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $418K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.11% of BerganKDV Wealth Management's portfolio in Q2 2023, its #130 holding.
  • BerganKDV Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and has held it in 12 quarters since.
  • 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 BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.