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

Monterey Private Wealth’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
2021
Q4 		– Sell
-7,467
Closed -$267K – 108
2021
Q3 		$267K Buy
+7,467
New +$272K 0.15% 83

Other funds holding SPYX

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
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
RIS
Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Monterey Private Wealth's SPYX Position: Q4 2021 in Review

Monterey Private Wealth sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2021, closing a stake of 7,467 shares — an estimated $267K sold.

Monterey Private Wealth first reported a position in SPYX in Q3 2021 and held it in 1 quarter. The position peaked at $267K in Q3 2021. 172 funds tracked by Wall St. Rank hold SPYX as of Q4 2021.

  • Monterey Private Wealth reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2021 after selling out during the quarter.
  • Monterey Private Wealth sold 7,467 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2021, an estimated $267K.
  • Monterey Private Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and held it in 1 quarter.
  • Monterey Private Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $267K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2021.

Based on Monterey Private Wealth's 13F filing for Q4 2021, filed 18 Jan 2022.