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Bingham Osborn & Scarborough’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bingham Osborn & Scarborough’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
-66,954
Closed -$2.37M – 120
2021
Q3 		$2.37M Sell
66,954
-5,955
-8% -$217K 0.17% 35
2021
Q2 		$2.58M Buy
72,909
+9,789
+16% +$337K 0.18% 31
2021
Q1 		$2.07M Sell
63,120
-7,521
-11% -$239K 0.16% 31
2020
Q4 		$2.19M Buy
70,641
+903
+1% +$26.5K 0.17% 29
2020
Q3 		$1.94M Buy
69,738
+387
+0.6% +$10.6K 0.15% 42
2020
Q2 		$1.76M Buy
69,351
+75
+0.1% +$1.81K 0.14% 42
2020
Q1 		$1.48M Buy
69,276
+23,178
+50% +$581K 0.15% 42
2019
Q4 		$1.21M Buy
46,098
+20,145
+78% +$507K 0.1% 56
2019
Q3 		$629K Buy
25,953
+45
+0.2% +$1.08K 0.06% 81
2019
Q2 		$618K Sell
25,908
-822
-3% -$19.2K 0.06% 79
2019
Q1 		$608K Buy
26,730
+63
+0.2% +$1.39K 0.06% 79
2018
Q4 		$542K Buy
26,667
+1,809
+7% +$39.5K 0.06% 80
2018
Q3 		$585K Buy
24,858
+2,208
+10% +$50.9K 0.05% 79
2018
Q2 		$497K Buy
22,650
+4,695
+26% +$103K 0.05% 79
2018
Q1 		$385K Buy
17,955
+2,409
+15% +$53.3K 0.04% 92
2017
Q4 		$336K Buy
15,546
+69
+0.4% +$1.45K 0.03% 98
2017
Q3 		$314K Buy
15,477
+63
+0.4% +$1.26K 0.03% 99
2017
Q2 		$302K Buy
+15,414
New +$299K 0.03% 98

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
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
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
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

Bingham Osborn & Scarborough's SPYX Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 66,954 shares — an estimated $2.37M sold.

Bingham Osborn & Scarborough first reported a position in SPYX in Q2 2017 and held it in 18 quarters. The position peaked at $2.58M in Q2 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

  • Bingham Osborn & Scarborough 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.
  • Bingham Osborn & Scarborough sold 66,954 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $2.37M.
  • Bingham Osborn & Scarborough first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2017 and held it in 18 quarters.
  • Bingham Osborn & Scarborough's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.58M in Q2 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 Bingham Osborn & Scarborough's 13F filing for Q4 2021.