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Kelman-Lazarov Inc’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-4,260
Closed -$76K – 230
2016
Q4 		$76K Hold
4,260
– – 0.04% 148
2016
Q3 		$73.3K Hold
4,260
– – 0.04% 159
2016
Q2 		$71.3K Hold
4,260
– – 0.04% 156
2016
Q1 		$70K Buy
+4,260
New +$66.8K 0.04% 166

Other funds holding SPYX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kelman-Lazarov Inc's SPYX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2017, closing a stake of 4,260 shares — an estimated $76K sold.

Kelman-Lazarov Inc first reported a position in SPYX in Q1 2016 and held it in 4 quarters. The position peaked at $76K in Q4 2016. 22 funds tracked by Wall St. Rank hold SPYX as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 4,260 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2017, an estimated $76K.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $76K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.