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

Mascoma 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
2023 Q2	–	Sell	-3,840	Closed	-$130K	–	575
2023 Q1	$130K	Hold	3,840	–	–	0.04%	145
2022 Q4	$119K	Hold	3,840	–	–	0.04%	151
2022 Q3	$112K	Hold	3,840	–	–	0.04%	154
2022 Q2	$118K	Hold	3,840	–	–	0.04%	155
2022 Q1	$142K	Buy	+3,840	New	+$140K	0.05%	151

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 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

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

LSAG

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

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

Mascoma Wealth Management's SPYX Position: Q2 2023 in Review

Mascoma Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2023, closing a stake of 3,840 shares — an estimated $130K sold.

Mascoma Wealth Management first reported a position in SPYX in Q1 2022 and held it in 5 quarters. The position peaked at $142K in Q1 2022. 174 funds tracked by Wall St. Rank hold SPYX as of Q2 2023.

Mascoma Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 3,840 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $130K.
Mascoma Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 5 quarters.
Mascoma Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $142K in Q1 2022.
174 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.