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

IFP Advisors’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 Q1	–	Sell	-951	Closed	-$37K	–	4589
2021 Q4	$37K	Buy	951 +9	+1%	+$341	﹤0.01%	1672
2021 Q3	$33K	Buy	942 +9	+1%	+$328	﹤0.01%	1762
2021 Q2	$33K	Buy	933 +3	+0.3%	+$103	﹤0.01%	1708
2021 Q1	$30K	Buy	+930	New	+$29.6K	﹤0.01%	1671
2019 Q1	–	Sell	-435	Closed	-$9K	–	3302
2018 Q4	$9K	Hold	435	–	–	﹤0.01%	2571
2018 Q3	$10K	Buy	+435	New	+$10K	﹤0.01%	2865
2017 Q4	–	Sell	-306	Closed	-$6K	–	4081
2017 Q3	$6K	Buy	306 +120	+65%	+$2.4K	﹤0.01%	3326
2017 Q2	$4K	Buy	+186	New	+$3.6K	﹤0.01%	3533

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 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

WHAM

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

IFP Advisors's SPYX Position: Q1 2022 in Review

IFP Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2022, closing a stake of 951 shares — an estimated $37K sold.

IFP Advisors first reported a position in SPYX in Q2 2017 and held it in 8 quarters. The position peaked at $37K in Q4 2021. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2022.

IFP Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2022 after selling out during the quarter.
IFP Advisors sold 951 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2022, an estimated $37K.
IFP Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2017 and held it in 8 quarters.
IFP Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $37K in Q4 2021.
178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.