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

Horan Securities’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 Q3	–	Sell	-5,174	Closed	-$187K	–	586
2023 Q2	$187K	Sell	5,174 -36	-0.7%	-$1.23K	0.08%	123
2023 Q1	$173K	Buy	5,210 +11	+0.2%	+$356	0.09%	119
2022 Q4	$162K	Buy	5,199 +984	+23%	+$30.6K	0.09%	114
2022 Q3	$122K	Buy	+4,215	New	+$136K	0.08%	130

Other funds holding SPYX

WHAM

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

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

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

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

SFPM

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

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

LSAG

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Horan Securities's SPYX Position: Q3 2023 in Review

Horan Securities sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2023, closing a stake of 5,174 shares — an estimated $187K sold.

Horan Securities first reported a position in SPYX in Q3 2022 and held it in 4 quarters. The position peaked at $187K in Q2 2023. 180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

Horan Securities reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 5,174 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $187K.
Horan Securities first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2022 and held it in 4 quarters.
Horan Securities's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $187K in Q2 2023.
180 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.