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Houlihan Financial Resource Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$58K Buy
+1,950
New +$53.4K 0.03% 163

Other funds holding SPYX

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Houlihan Financial Resource Group's SPYX Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2020: 1,950 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

119 funds tracked by Wall St. Rank hold SPYX as of Q3 2020.

  • Houlihan Financial Resource Group held 1,950 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $58K as of Q3 2020.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #163 holding.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.