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

Kalos 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
2023
Q2 		– Sell
-141
Closed -$4.69K – 335
2023
Q1 		$4.69K Buy
+141
New +$4.56K 0.01% 281

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RG
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Kalos Management's SPYX Position: Q2 2023 in Review

Kalos Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2023, closing a stake of 141 shares — an estimated $4.69K sold.

Kalos Management first reported a position in SPYX in Q1 2023 and held it in 1 quarter. The position peaked at $4.69K in Q1 2023. 174 funds tracked by Wall St. Rank hold SPYX as of Q2 2023.

  • Kalos Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 141 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $4.69K.
  • Kalos Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $4.69K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.