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

Fiduciary Planning’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 Q4	–	Sell	-6,141	Closed	-$217K	–	61
2021 Q3	$217K	Buy	6,141 +15	+0.2%	+$547	0.12%	64
2021 Q2	$217K	Sell	6,126 -2,286	-27%	-$78.8K	0.19%	59
2021 Q1	$275K	Buy	8,412 +144	+2%	+$4.58K	0.42%	38
2020 Q4	$256K	Buy	8,268 +30	+0.4%	+$882	0.36%	48
2020 Q3	$229K	Buy	+8,238	New	+$226K	0.38%	46

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

LSAG

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

Fiduciary Planning's SPYX Position: Q4 2021 in Review

Fiduciary Planning sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 6,141 shares — an estimated $217K sold.

Fiduciary Planning first reported a position in SPYX in Q3 2020 and held it in 5 quarters. The position peaked at $275K in Q1 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

Fiduciary Planning reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Fiduciary Planning sold 6,141 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $217K.
Fiduciary Planning first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 5 quarters.
Fiduciary Planning's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $275K in Q1 2021.
172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.