Level Four Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-8,112	Closed	-$266K	–	677
2021 Q1	$266K	Sell	8,112 -236,949	-97%	-$7.54M	0.02%	531
2020 Q4	$7.59M	Buy	245,061 +65,118	+36%	+$1.91M	0.61%	29
2020 Q3	$5.01M	Buy	179,943 +6,585	+4%	+$180K	0.39%	59
2020 Q2	$4.41M	Buy	+173,358	New	+$4.18M	0.34%	69

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

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

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

LSAG

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Level Four Advisory Services's SPYX Position: Q2 2021 in Review

Level Four Advisory Services sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2021, closing a stake of 8,112 shares — an estimated $266K sold.

Level Four Advisory Services first reported a position in SPYX in Q2 2020 and held it in 4 quarters. The position peaked at $7.59M in Q4 2020. 153 funds tracked by Wall St. Rank hold SPYX as of Q2 2021.

Level Four Advisory Services reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 8,112 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2021, an estimated $266K.
Level Four Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and held it in 4 quarters.
Level Four Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $7.59M in Q4 2020.
153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.