MHS
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M Holdings Securities’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

M Holdings Securities’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
2023
Q1 		– Sell
-13,815
Closed -$430K – 569
2022
Q4 		$430K Buy
+13,815
New +$429K 0.05% 279

Other funds holding SPYX

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

M Holdings Securities's SPYX Position: Q1 2023 in Review

M Holdings Securities sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 13,815 shares — an estimated $430K sold.

M Holdings Securities first reported a position in SPYX in Q4 2022 and held it in 1 quarter. The position peaked at $430K in Q4 2022. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

  • M Holdings Securities reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 13,815 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $430K.
  • M Holdings Securities first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 1 quarter.
  • M Holdings Securities's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $430K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.