Portfolio Strategies’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Portfolio Strategies’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	-169,734	Closed	-$5.28M	–	54
2022 Q4	$5.28M	Sell	169,734 -4,497	-3%	-$140K	1.18%	20
2022 Q3	$5.05M	Sell	174,231 -3,051	-2%	-$98.7K	1.3%	26
2022 Q2	$5.46M	Sell	177,282 -4,110	-2%	-$137K	1.27%	23
2022 Q1	$6.71M	Buy	181,392 +195	+0.1%	+$7.12K	1.25%	23
2021 Q4	$7.12M	Sell	181,197 -1,077	-0.6%	-$40.8K	1.33%	24
2021 Q3	$6.45M	Buy	+182,274	New	+$6.65M	1.29%	25

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 $25B AUM 18.87% 1-Year Est. Return

Portfolio Strategies's SPYX Position: Q1 2023 in Review

Portfolio Strategies sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2023, closing a stake of 169,734 shares — an estimated $5.28M sold.

Portfolio Strategies first reported a position in SPYX in Q3 2021 and held it in 6 quarters. The position peaked at $7.12M in Q4 2021. 178 funds tracked by Wall St. Rank hold SPYX as of Q1 2023.

Portfolio Strategies 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.
Portfolio Strategies sold 169,734 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2023, an estimated $5.28M.
Portfolio Strategies first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and held it in 6 quarters.
Portfolio Strategies's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $7.12M 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 Portfolio Strategies's 13F filing for Q1 2023, filed 5 May 2023.