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

Parsec Financial 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
2023 Q1	–	Sell	-16,212	Closed	-$504K	–	298
2022 Q4	$504K	Hold	16,212	–	–	0.02%	204
2022 Q3	$471K	Hold	16,212	–	–	0.02%	201
2022 Q2	$498K	Hold	16,212	–	–	0.02%	207
2022 Q1	$600K	Hold	16,212	–	–	0.03%	204
2021 Q4	$636K	Hold	16,212	–	–	0.03%	201
2021 Q3	$625K	Hold	16,212	–	–	0.03%	197
2021 Q2	$574K	Hold	16,212	–	–	0.03%	188
2021 Q1	$531K	Hold	16,212	–	–	0.03%	183
2020 Q4	$502K	Hold	16,212	–	–	0.03%	177
2020 Q3	$451K	Hold	16,212	–	–	0.03%	171
2020 Q2	$412K	Hold	16,212	–	–	0.03%	177
2020 Q1	$345K	Hold	16,212	–	–	0.03%	180
2019 Q4	$426K	Buy	+16,212	New	+$408K	0.02%	182

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 $27.1B AUM 20.2% 1-Year Est. Return

Parsec Financial Management's SPYX Position: Q1 2023 in Review

Parsec Financial Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 16,212 shares — an estimated $504K sold.

Parsec Financial Management first reported a position in SPYX in Q4 2019 and held it in 13 quarters. The position peaked at $636K in Q4 2021. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Parsec Financial Management 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.
Parsec Financial Management sold 16,212 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $504K.
Parsec Financial Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2019 and held it in 13 quarters.
Parsec Financial Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $636K 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 Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.