Jacobi Capital Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-66	Closed	-$2K	–	1200
2021 Q3	$2K	Buy	66 +15	+29%	+$547	﹤0.01%	1339
2021 Q2	$2K	Buy	+51	New	+$1.76K	﹤0.01%	1284

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RIS

Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return

LSAG

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

Jacobi Capital Management's SPYX Position: Q4 2021 in Review

Jacobi Capital Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 66 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in SPYX in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

Jacobi Capital Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 66 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $2K.
Jacobi Capital Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 2 quarters.
Jacobi Capital Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2K in Q3 2021.
172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.