Highland Private Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Highland Private Wealth Management’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	-8,142	Closed	-$237K	–	139
2022 Q3	$237K	Hold	8,142	–	–	0.04%	161
2022 Q2	$250K	Hold	8,142	–	–	0.04%	149
2022 Q1	$301K	Hold	8,142	–	–	0.04%	135
2021 Q4	$319K	Hold	8,142	–	–	0.04%	135
2021 Q3	$288K	Sell	8,142 -3,636	-31%	-$133K	0.04%	135
2021 Q2	$417K	Buy	+11,778	New	+$406K	0.06%	105

Other funds holding SPYX

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Highland Private Wealth Management's SPYX Position: Q4 2022 in Review

Highland Private Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 8,142 shares — an estimated $237K sold.

Highland Private Wealth Management first reported a position in SPYX in Q2 2021 and held it in 6 quarters. The position peaked at $417K in Q2 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Highland Private Wealth Management 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.
Highland Private Wealth Management sold 8,142 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $237K.
Highland Private Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 6 quarters.
Highland Private Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $417K in Q2 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 Highland Private Wealth Management's 13F filing for Q4 2022.