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

Ellevest Inc’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
2019
Q2 		– Sell
-15,756
Closed -$358K – 464
2019
Q1 		$358K Hold
15,756
– – 0.17% 31
2018
Q4 		$320K Buy
+15,756
New +$344K 0.16% 46

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PCIG
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Bank of America
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Commonwealth Equity Services
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ellevest Inc's SPYX Position: Q2 2019 in Review

Ellevest Inc sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2019, closing a stake of 15,756 shares — an estimated $358K sold.

Ellevest Inc first reported a position in SPYX in Q4 2018 and held it in 2 quarters. The position peaked at $358K in Q1 2019. 62 funds tracked by Wall St. Rank hold SPYX as of Q2 2019.

  • Ellevest Inc reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2019 after selling out during the quarter.
  • Ellevest Inc sold 15,756 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2019, an estimated $358K.
  • Ellevest Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2018 and held it in 2 quarters.
  • Ellevest Inc's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $358K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2019.

Based on Ellevest Inc's 13F filing for Q2 2019, filed 20 Aug 2019.