First Allied Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-843	Closed	-$20K	–	1569
2019 Q3	$20K	Buy	+843	New	+$20.3K	﹤0.01%	1472
2018 Q2	–	Sell	-21,618	Closed	-$466K	–	1237
2018 Q1	$466K	Sell	21,618 -105	-0.5%	-$2.33K	0.02%	692
2017 Q4	$470K	Sell	21,723 -306	-1%	-$6.44K	0.02%	675
2017 Q3	$448K	Buy	+22,029	New	+$440K	0.02%	657

Other funds holding SPYX

CCP

Cunning Capital Partners Morrisville, North Carolina $197M AUM 51.55% 1-Year Est. Return

CIA

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PCIG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFPM

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

First Allied Advisory Services's SPYX Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2019, closing a stake of 843 shares — an estimated $20K sold.

First Allied Advisory Services first reported a position in SPYX in Q3 2017 and held it in 4 quarters. The position peaked at $470K in Q4 2017. 77 funds tracked by Wall St. Rank hold SPYX as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 843 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2019, an estimated $20K.
First Allied Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2017 and held it in 4 quarters.
First Allied Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $470K in Q4 2017.
77 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.