Clean Yield Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-1,413	Closed	-$60.5K	–	398
2024 Q1	$60.5K	Sell	1,413 -355	-20%	-$14.5K	0.02%	214
2023 Q4	$68.6K	Hold	1,768	–	–	0.03%	204
2023 Q3	$62.9K	Hold	1,768	–	–	0.03%	207
2023 Q2	$63.9K	Hold	1,768	–	–	0.03%	217
2023 Q1	$58.8K	Buy	1,768 +100	+6%	+$3.24K	0.03%	220
2022 Q4	$51.9K	Hold	1,668	–	–	0.02%	231
2022 Q3	$48K	Hold	1,668	–	–	0.02%	224
2022 Q2	$51K	Hold	1,668	–	–	0.02%	231
2022 Q1	$62K	Hold	1,668	–	–	0.02%	235
2021 Q4	$65K	Hold	1,668	–	–	0.02%	246
2021 Q3	$59K	Hold	1,668	–	–	0.02%	251
2021 Q2	$59K	Buy	+1,668	New	+$57.5K	0.02%	244
2021 Q1	–	Sell	-1,335	Closed	-$41K	–	341
2020 Q4	$41K	Buy	+1,335	New	+$39.2K	0.01%	262

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

LSAG

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Clean Yield Group's SPYX Position: Q2 2024 in Review

Clean Yield Group sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2024, closing a stake of 1,413 shares — an estimated $60.5K sold.

Clean Yield Group first reported a position in SPYX in Q4 2020 and held it in 13 quarters. The position peaked at $68.6K in Q4 2023. 205 funds tracked by Wall St. Rank hold SPYX as of Q2 2024.

Clean Yield Group reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 1,413 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2024, an estimated $60.5K.
Clean Yield Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 13 quarters.
Clean Yield Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $68.6K in Q4 2023.
205 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.