GYL Financial Synergies’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

GYL Financial Synergies’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	-11,709	Closed	-$340K	–	223
2022 Q3	$340K	Hold	11,709	–	–	0.09%	140
2022 Q2	$360K	Hold	11,709	–	–	0.1%	132
2022 Q1	$433K	Sell	11,709 -14,139	-55%	-$516K	0.1%	120
2021 Q4	$1.01M	Hold	25,848	–	–	0.27%	60
2021 Q3	$915K	Hold	25,848	–	–	0.47%	50
2021 Q2	$915K	Sell	25,848 -1,788	-6%	-$61.6K	0.47%	47
2021 Q1	$905K	Hold	27,636	–	–	0.5%	44
2020 Q4	$857K	Buy	27,636 +13,857	+101%	+$407K	0.49%	44
2020 Q3	$384K	Buy	+13,779	New	+$377K	0.25%	103
2020 Q2	–	Sell	-11,658	Closed	-$248K	–	164
2020 Q1	$248K	Buy	11,658 +3,675	+46%	+$92.1K	0.16%	120
2019 Q4	$210K	Buy	+7,983	New	+$201K	0.09%	168

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

SFPM

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

GYL Financial Synergies's SPYX Position: Q4 2022 in Review

GYL Financial Synergies sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 11,709 shares — an estimated $340K sold.

GYL Financial Synergies first reported a position in SPYX in Q4 2019 and held it in 11 quarters. The position peaked at $1.01M in Q4 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

GYL Financial Synergies 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.
GYL Financial Synergies sold 11,709 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $340K.
GYL Financial Synergies first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2019 and held it in 11 quarters.
GYL Financial Synergies's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.01M in Q4 2021.
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 GYL Financial Synergies's 13F filing for Q4 2022, filed 6 Feb 2023.