Money Concepts Capital’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-996	Closed	-$31K	–	2567
2022 Q4	$31K	Sell	996 -24	-2%	-$746	﹤0.01%	1456
2022 Q3	$30K	Buy	1,020 +9	+0.9%	+$291	﹤0.01%	822
2022 Q2	$31K	Sell	1,011 -3	-0.3%	-$100	﹤0.01%	793
2022 Q1	$38K	Sell	1,014 -3	-0.3%	-$110	﹤0.01%	1340
2021 Q4	$40K	Buy	+1,017	New	+$38.5K	﹤0.01%	612
2021 Q1	$13K	Hold	405	–	–	﹤0.01%	639
2020 Q4	$13K	Buy	+405	New	+$11.9K	﹤0.01%	592

Other funds holding SPYX

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

Money Concepts Capital's SPYX Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 996 shares — an estimated $31K sold.

Money Concepts Capital first reported a position in SPYX in Q4 2020 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 996 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $31K.
Money Concepts Capital first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $40K in Q4 2021.
178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.