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

Pathway Financial Advisors’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
2022 Q4	–	Sell	-22,674	Closed	-$659K	–	132
2022 Q3	$659K	Sell	22,674 -900	-4%	-$29.1K	0.23%	46
2022 Q2	$725K	Sell	23,574 -600	-2%	-$20K	0.3%	45
2022 Q1	$895K	Sell	24,174 -810	-3%	-$29.6K	0.33%	41
2021 Q4	$923K	Buy	+24,984	New	+$946K	0.33%	40
2021 Q1	$891K	Sell	25,974 -2,961	-10%	-$94.2K	0.35%	38
2020 Q4	$910K	Sell	28,935 -228	-0.8%	-$6.7K	0.38%	35
2020 Q3	$815K	Sell	29,163 -4,488	-13%	-$123K	0.32%	35
2020 Q2	$856K	Hold	33,651	–	–	0.26%	34
2020 Q1	$689K	Sell	33,651 -900	-3%	-$22.5K	0.23%	35
2019 Q4	$936K	Hold	34,551	–	–	0.26%	40
2019 Q3	$871K	Hold	34,551	–	–	0.25%	40
2019 Q2	$824K	Hold	34,551	–	–	0.24%	39
2019 Q1	$786K	Sell	34,551 -4,050	-10%	-$89.2K	0.24%	40
2018 Q4	$784K	Hold	38,601	–	–	0.44%	34
2018 Q3	$802K	Buy	+38,601	New	+$890K	0.45%	33

Other funds holding SPYX

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Pathway Financial Advisors's SPYX Position: Q4 2022 in Review

Pathway Financial Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 22,674 shares — an estimated $659K sold.

Pathway Financial Advisors first reported a position in SPYX in Q3 2018 and held it in 15 quarters. The position peaked at $936K in Q4 2019. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Pathway Financial Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
Pathway Financial Advisors sold 22,674 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $659K.
Pathway Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2018 and held it in 15 quarters.
Pathway Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $936K in Q4 2019.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Pathway Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.