Mariner Independent Advisor Network’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Mariner Independent Advisor Network’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 Q3	$8.88M	Sell	305,676 -69,765	-19%	-$2.26M	0.38%	57
2022 Q2	$11.7M	Buy	375,441 +16,149	+4%	+$539K	0.49%	44
2022 Q1	$13.3M	Buy	359,292 +127,173	+55%	+$4.64M	0.51%	43
2021 Q4	$9.13M	Sell	232,119 -17,349	-7%	-$657K	0.43%	56
2021 Q3	$8.83M	Sell	249,468 -9,006	-3%	-$328K	0.43%	51
2021 Q2	$9.14M	Sell	258,474 -258,537	-50%	-$8.91M	0.41%	48
2021 Q1	$16.9M	Sell	517,011 -112,116	-18%	-$3.57M	0.88%	22
2020 Q4	$19.5M	Buy	629,127 +260,946	+71%	+$7.67M	1.04%	15
2020 Q3	$10.3M	Buy	+368,181	New	+$10.1M	0.85%	22

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

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 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 $27.1B AUM 20.2% 1-Year Est. Return

SFPM

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

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

Mariner Independent Advisor Network's SPYX Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 19% in Q3 2022, selling an estimated $2.26M and leaving 305,676 shares worth $8.88M. The position accounts for 0.38% of the portfolio, ranked #57.

Mariner Independent Advisor Network first reported a position in SPYX in Q3 2020 and has held it in 9 quarters since. The position peaked at $19.5M in Q4 2020. 166 funds tracked by Wall St. Rank hold SPYX as of Q3 2022.

Mariner Independent Advisor Network held 305,676 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $8.88M as of Q3 2022.
Mariner Independent Advisor Network sold 69,765 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $2.26M.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.38% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #57 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and has held it in 9 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $19.5M in Q4 2020.
166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.