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

Next Financial Group’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
2017
Q2 		– Sell
-510
Closed -$10K – 1978
2017
Q1 		$10K Hold
510
– – ﹤0.01% 1292
2016
Q4 		$9K Buy
+510
New +$8.93K ﹤0.01% 1702

Other funds holding SPYX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Next Financial Group's SPYX Position: Q2 2017 in Review

Next Financial Group sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2017, closing a stake of 510 shares — an estimated $10K sold.

Next Financial Group first reported a position in SPYX in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 26 funds tracked by Wall St. Rank hold SPYX as of Q2 2017.

  • Next Financial Group reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 510 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2017, an estimated $10K.
  • Next Financial Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2016 and held it in 2 quarters.
  • Next Financial Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $10K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.