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

Liberty 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
2021 Q4	–	Sell	-1,908	Closed	-$68K	–	975
2021 Q3	$68K	Buy	1,908 +3	+0.2%	+$109	0.02%	365
2021 Q2	$67K	Buy	1,905 +1,455	+323%	+$50.2K	0.03%	271
2021 Q1	$13K	Hold	450	–	–	0.01%	545
2020 Q4	$13K	Buy	+450	New	+$13.2K	0.01%	542

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RIS

Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return

LSAG

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

Liberty Wealth Management's SPYX Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 1,908 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in SPYX in Q4 2020 and held it in 4 quarters. The position peaked at $68K in Q3 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,908 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $68K.
Liberty Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $68K in Q3 2021.
172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.