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

DCM 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
2021
Q1 		– Sell
-300
Closed -$9K – 283
2020
Q4 		$9K Buy
+300
New +$8.82K 0.01% 222

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

DCM Advisors's SPYX Position: Q1 2021 in Review

DCM Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2021, closing a stake of 300 shares — an estimated $9K sold.

DCM Advisors first reported a position in SPYX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 141 funds tracked by Wall St. Rank hold SPYX as of Q1 2021.

  • DCM Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2021 after selling out during the quarter.
  • DCM Advisors sold 300 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2021, an estimated $9K.
  • DCM Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 1 quarter.
  • DCM Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $9K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2021.

Based on DCM Advisors's 13F filing for Q1 2021, filed 17 May 2021.