Eaton Financial Holdings’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Eaton Financial Holdings’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 Q4	–	Sell	-10,169	Closed	-$353K	–	175
2023 Q3	$353K	Sell	10,169 -132	-1%	-$4.78K	0.09%	141
2023 Q2	$373K	Buy	10,301 +34	+0.3%	+$1.16K	0.28%	42
2023 Q1	$341K	Buy	10,267 +1,297	+14%	+$42K	0.27%	42
2022 Q4	$279K	Buy	+8,970	New	+$279K	0.24%	55

Other funds holding SPYX

CIA

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Eaton Financial Holdings's SPYX Position: Q4 2023 in Review

Eaton Financial Holdings sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2023, closing a stake of 10,169 shares — an estimated $353K sold.

Eaton Financial Holdings first reported a position in SPYX in Q4 2022 and held it in 4 quarters. The position peaked at $373K in Q2 2023. 194 funds tracked by Wall St. Rank hold SPYX as of Q4 2023.

Eaton Financial Holdings reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 10,169 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2023, an estimated $353K.
Eaton Financial Holdings first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 4 quarters.
Eaton Financial Holdings's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $373K in Q2 2023.
194 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.