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

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-149	Closed	-$6.4K	–	316
2024 Q1	$6.4K	Hold	149	–	–	﹤0.01%	238
2023 Q4	$5.78K	Hold	149	–	–	﹤0.01%	249
2023 Q3	$5.16K	Buy	149 +1	+0.7%	+$36	﹤0.01%	252
2023 Q2	$5.36K	Hold	148	–	–	﹤0.01%	261
2023 Q1	$4.91K	Buy	148 +1	+0.7%	+$32	﹤0.01%	265
2022 Q4	$4.58K	Hold	147	–	–	﹤0.01%	266
2022 Q3	$4K	Hold	147	–	–	﹤0.01%	291
2022 Q2	$4K	Hold	147	–	–	﹤0.01%	284
2022 Q1	$5K	Buy	147 +3	+2%	+$110	﹤0.01%	274
2021 Q4	$6K	Hold	144	–	–	﹤0.01%	268
2021 Q3	$5K	Hold	144	–	–	﹤0.01%	253
2021 Q2	$5K	Buy	+144	New	+$4.96K	﹤0.01%	247

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

LSAG

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Mine & Arao Wealth Creation & Management's SPYX Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2024, closing a stake of 149 shares — an estimated $6.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in SPYX in Q2 2021 and held it in 12 quarters. The position peaked at $6.4K in Q1 2024. 205 funds tracked by Wall St. Rank hold SPYX as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 149 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2024, an estimated $6.4K.
Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 12 quarters.
Mine & Arao Wealth Creation & Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $6.4K in Q1 2024.
205 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.