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

Freestone Capital 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
2022
Q4 		– Sell
-8,682
Closed -$252K – 396
2022
Q3 		$252K Buy
+8,682
New +$281K 0.01% 318

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KAS
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Bank of New York Mellon
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
SFPM
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V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Freestone Capital Holdings's SPYX Position: Q4 2022 in Review

Freestone Capital Holdings sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 8,682 shares — an estimated $252K sold.

Freestone Capital Holdings first reported a position in SPYX in Q3 2022 and held it in 1 quarter. The position peaked at $252K in Q3 2022. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

  • Freestone Capital Holdings reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 8,682 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $252K.
  • Freestone Capital Holdings first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2022 and held it in 1 quarter.
  • Freestone Capital Holdings's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $252K in Q3 2022.
  • 165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Freestone Capital Holdings's 13F filing for Q4 2022, filed 13 Feb 2023.