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

Destiny Wealth Partners’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
2023 Q1	–	Sell	-396	Closed	-$12.3K	–	582
2022 Q4	$12.3K	Hold	396	–	–	﹤0.01%	453
2022 Q3	$12K	Hold	396	–	–	﹤0.01%	409
2022 Q2	$12K	Hold	396	–	–	﹤0.01%	414
2022 Q1	$15K	Buy	396 +132	+50%	+$4.82K	﹤0.01%	406
2021 Q4	$10K	Buy	+264	New	+$10K	﹤0.01%	448

Other funds holding SPYX

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PCIG

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

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

Destiny Wealth Partners's SPYX Position: Q1 2023 in Review

Destiny Wealth Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 396 shares — an estimated $12.3K sold.

Destiny Wealth Partners first reported a position in SPYX in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Destiny Wealth Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 396 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $12.3K.
Destiny Wealth Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $15K in Q1 2022.
178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.