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

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-60	Closed	-$2K	–	1754
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	1815
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	1884
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	1971
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	1978
2021 Q2	$2K	Buy	+60	New	+$2.07K	﹤0.01%	1910

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Patriot Financial Group Insurance Agency's SPYX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SPYX in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 166 funds tracked by Wall St. Rank hold SPYX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 60 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2K in Q2 2022.
166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.