McClarren Financial Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

McClarren Financial Advisors’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	-149	Closed	-$4K	–	455
2023 Q1	$4K	Buy	149 +2	+1%	+$65	﹤0.01%	278
2022 Q4	$4K	Hold	147	–	–	﹤0.01%	285
2022 Q3	$4K	Buy	+147	New	+$4.75K	﹤0.01%	267
2022 Q2	–	Sell	-147	Closed	-$5K	–	237
2022 Q1	$5K	Hold	147	–	–	﹤0.01%	232
2021 Q4	$6K	Sell	147 -126	-46%	-$4.77K	﹤0.01%	261
2021 Q3	$9K	Sell	273 -135	-33%	-$4.92K	0.01%	219
2021 Q2	$14K	Hold	408	–	–	0.01%	205
2021 Q1	$13K	Buy	408 +3	+0.7%	+$95	0.01%	187
2020 Q4	$12K	Buy	+405	New	+$11.9K	0.01%	163

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

McClarren Financial Advisors's SPYX Position: Q2 2023 in Review

McClarren Financial Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2023, closing a stake of 149 shares — an estimated $4K sold.

McClarren Financial Advisors first reported a position in SPYX in Q4 2020 and held it in 9 quarters. The position peaked at $14K in Q2 2021. 174 funds tracked by Wall St. Rank hold SPYX as of Q2 2023.

McClarren Financial Advisors 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.
McClarren Financial Advisors sold 149 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2023, an estimated $4K.
McClarren Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 9 quarters.
McClarren Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $14K in Q2 2021.
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 McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.