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

Confluence Wealth Services’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
2022
Q1 		– Sell
-915
Closed -$35K – 1026
2021
Q4 		$35K Buy
+915
New +$34.7K 0.01% 568

Other funds holding SPYX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Confluence Wealth Services's SPYX Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2022, closing a stake of 915 shares — an estimated $35K sold.

Confluence Wealth Services first reported a position in SPYX in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 915 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2022, an estimated $35K.
  • Confluence Wealth Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $35K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.