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

Resolute Financial’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	$546K	Sell	17,556 -1,026	-6%	-$31.9K	0.46%	52
2022 Q3	$540K	Sell	18,582 -1,209	-6%	-$39.1K	0.51%	43
2022 Q2	$608K	Buy	19,791 +57	+0.3%	+$1.9K	0.53%	44
2022 Q1	$730K	Sell	19,734 -2,673	-12%	-$97.6K	0.59%	42
2021 Q4	$879K	Buy	+22,407	New	+$849K	0.66%	37

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

Resolute Financial's SPYX Position: Q4 2022 in Review

Resolute Financial reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 5.5% in Q4 2022, selling an estimated $31.9K and leaving 17,556 shares worth $546K. The position accounts for 0.46% of the portfolio, ranked #52.

Resolute Financial first reported a position in SPYX in Q4 2021 and has held it in 5 quarters since. The position peaked at $879K in Q4 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Resolute Financial held 17,556 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $546K as of Q4 2022.
Resolute Financial sold 1,026 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $31.9K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.46% of Resolute Financial's portfolio in Q4 2022, its #52 holding.
Resolute Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $879K in Q4 2021.
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 Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.