Harel Insurance Investments & Financial Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Harel Insurance Investments & Financial 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
2021 Q4	–	Sell	-360	Closed	-$13K	–	815
2021 Q3	$13K	Buy	+360	New	+$13.1K	﹤0.01%	630

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 $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $581M AUM 19.42% 1-Year Est. Return

LSAG

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

Harel Insurance Investments & Financial Services's SPYX Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 360 shares — an estimated $13K sold.

Harel Insurance Investments & Financial Services first reported a position in SPYX in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

Harel Insurance Investments & Financial Services 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.
Harel Insurance Investments & Financial Services sold 360 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $13K.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and held it in 1 quarter.
Harel Insurance Investments & Financial Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $13K in Q3 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 Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.