Colton Groome Financial Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Colton Groome Financial Advisors’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
2025 Q1	–	Sell	-5,150	Closed	-$248K	–	133
2024 Q4	$248K	Hold	5,150	–	–	0.09%	113
2024 Q3	$243K	Sell	5,150 -240	-4%	-$10.9K	0.09%	117
2024 Q2	$240K	Sell	5,390 -50	-0.9%	-$2.14K	0.09%	109
2024 Q1	$233K	Sell	5,440 -67	-1%	-$2.73K	0.09%	107
2023 Q4	$214K	Buy	+5,507	New	+$200K	0.09%	116
2023 Q3	–	Sell	-5,647	Closed	-$204K	–	125
2023 Q2	$204K	Sell	5,647 -14,969	-73%	-$511K	0.1%	115
2023 Q1	$685K	Hold	20,616	–	–	0.33%	62
2022 Q4	$642K	Buy	20,616 +69	+0.3%	+$2.14K	0.31%	58
2022 Q3	$597K	Hold	20,547	–	–	0.3%	55
2022 Q2	$632K	Hold	20,547	–	–	0.32%	46
2022 Q1	$760K	Buy	+20,547	New	+$750K	0.35%	47

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colton Groome Financial Advisors's SPYX Position: Q1 2025 in Review

Colton Groome Financial Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2025, closing a stake of 5,150 shares — an estimated $248K sold.

Colton Groome Financial Advisors first reported a position in SPYX in Q1 2022 and held it in 11 quarters. The position peaked at $760K in Q1 2022. 216 funds tracked by Wall St. Rank hold SPYX as of Q1 2025.

Colton Groome Financial Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 5,150 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2025, an estimated $248K.
Colton Groome Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 11 quarters.
Colton Groome Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $760K in Q1 2022.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.