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

HeadInvest LLC’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
2023
Q4 		– Sell
-2,565
Closed -$89K – 628
2023
Q3 		$89K Buy
+2,565
New +$92.9K 0.02% 293

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

HeadInvest LLC's SPYX Position: Q4 2023 in Review

HeadInvest LLC sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2023, closing a stake of 2,565 shares — an estimated $89K sold.

HeadInvest LLC first reported a position in SPYX in Q3 2023 and held it in 1 quarter. The position peaked at $89K in Q3 2023. 194 funds tracked by Wall St. Rank hold SPYX as of Q4 2023.

  • HeadInvest LLC reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 2,565 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2023, an estimated $89K.
  • HeadInvest LLC first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $89K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.