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

Laidlaw Wealth 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
2022 Q2	–	Sell	-18,477	Closed	-$684K	–	411
2022 Q1	$684K	Buy	18,477 +7,404	+67%	+$270K	0.11%	182
2021 Q4	$434K	Buy	11,073 +1,692	+18%	+$64.1K	0.07%	246
2021 Q3	$332K	Buy	+9,381	New	+$342K	0.09%	184

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

MIAN

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

Laidlaw Wealth Management's SPYX Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2022, closing a stake of 18,477 shares — an estimated $684K sold.

Laidlaw Wealth Management first reported a position in SPYX in Q3 2021 and held it in 3 quarters. The position peaked at $684K in Q1 2022. 181 funds tracked by Wall St. Rank hold SPYX as of Q2 2022.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 18,477 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2022, an estimated $684K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and held it in 3 quarters.
Laidlaw Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $684K in Q1 2022.
181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.