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

ETF Portfolio 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
2024 Q2	–	Sell	-4,886	Closed	-$209K	–	58
2024 Q1	$209K	Buy	+4,886	New	+$199K	0.07%	57
2023 Q2	–	Sell	-12,839	Closed	-$427K	–	53
2023 Q1	$427K	Buy	12,839 +89	+0.7%	+$2.88K	0.16%	35
2022 Q4	$397K	Buy	12,750 +87	+0.7%	+$2.7K	0.17%	37
2022 Q3	$368K	Buy	12,663 +156	+1%	+$5.04K	0.16%	38
2022 Q2	$385K	Buy	12,507 +27	+0.2%	+$901	0.17%	37
2022 Q1	$462K	Sell	12,480 -219	-2%	-$8K	0.17%	34
2021 Q4	$498K	Buy	12,699 +5,520	+77%	+$209K	0.19%	33
2021 Q3	$254K	Sell	7,179 -102	-1%	-$3.72K	0.1%	45
2021 Q2	$258K	Sell	7,281 -336	-4%	-$11.6K	0.1%	45
2021 Q1	$249K	Buy	7,617 +537	+8%	+$17.1K	0.11%	45
2020 Q4	$219K	Buy	+7,080	New	+$208K	0.1%	44

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 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

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

PCIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ETF Portfolio Partners's SPYX Position: Q2 2024 in Review

ETF Portfolio Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2024, closing a stake of 4,886 shares — an estimated $209K sold.

ETF Portfolio Partners first reported a position in SPYX in Q4 2020 and held it in 11 quarters. The position peaked at $498K in Q4 2021. 205 funds tracked by Wall St. Rank hold SPYX as of Q2 2024.

ETF Portfolio Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2024 after selling out during the quarter.
ETF Portfolio Partners sold 4,886 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2024, an estimated $209K.
ETF Portfolio Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 11 quarters.
ETF Portfolio Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $498K in Q4 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2024.

Based on ETF Portfolio Partners's 13F filing for Q2 2024, filed 15 Jul 2024.