Keystone Financial Group (Kentucky)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Keystone Financial Group (Kentucky)’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
2025 Q1	–	Sell	-1,950	Closed	-$1.18M	–	410
2024 Q4	$1.18M	Buy	+1,950	New	+$94.3K	0.12%	123

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPYX Position: Q1 2025 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2025, closing a stake of 1,950 shares — an estimated $1.18M sold.

Keystone Financial Group (Kentucky) first reported a position in SPYX in Q4 2024 and held it in 1 quarter. The position peaked at $1.18M in Q4 2024. 216 funds tracked by Wall St. Rank hold SPYX as of Q1 2025.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 1,950 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2025, an estimated $1.18M.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and held it in 1 quarter.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.18M in Q4 2024.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2025, filed 13 May 2025.