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Mark Sheptoff Financial Planning’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-135
Closed -$5K – 426
2022
Q1 		$5K Buy
+135
New +$4.93K ﹤0.01% 343

Other funds holding SPYX

Franklin Resources
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
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
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPYX Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2022, closing a stake of 135 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in SPYX in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 181 funds tracked by Wall St. Rank hold SPYX as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 135 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2022, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $5K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.