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

Loudon Investment 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
2020
Q4 		– Sell
-13,134
Closed -$366K – 76
2020
Q3 		$366K Buy
13,134
+969
+8% +$26.5K 0.31% 56
2020
Q2 		$309K Hold
12,165
– – 0.27% 61
2020
Q1 		$259K Buy
+12,165
New +$305K 0.27% 65

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
V
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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Loudon Investment Management's SPYX Position: Q4 2020 in Review

Loudon Investment Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2020, closing a stake of 13,134 shares — an estimated $366K sold.

Loudon Investment Management first reported a position in SPYX in Q1 2020 and held it in 3 quarters. The position peaked at $366K in Q3 2020. 133 funds tracked by Wall St. Rank hold SPYX as of Q4 2020.

  • Loudon Investment Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2020 after selling out during the quarter.
  • Loudon Investment Management sold 13,134 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2020, an estimated $366K.
  • Loudon Investment Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 3 quarters.
  • Loudon Investment Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $366K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2020.

Based on Loudon Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.