Sargent Bickham Lagudis’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Sargent Bickham Lagudis’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	$45.1K	Hold	1,449	–	–	﹤0.01%	461
2022 Q3	$42K	Hold	1,449	–	–	﹤0.01%	446
2022 Q2	$45K	Buy	1,449 +60	+4%	+$2K	﹤0.01%	446
2022 Q1	$51K	Hold	1,389	–	–	﹤0.01%	450
2021 Q4	$54K	Buy	1,389 +21	+2%	+$795	﹤0.01%	437
2021 Q3	$48K	Buy	1,368 +21	+2%	+$766	﹤0.01%	449
2021 Q2	$48K	Buy	1,347 +30	+2%	+$1.03K	﹤0.01%	460
2021 Q1	$43K	Buy	+1,317	New	+$41.9K	﹤0.01%	460

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

Sargent Bickham Lagudis's SPYX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q4 2022 at 1,449 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Sargent Bickham Lagudis first reported a position in SPYX in Q1 2021 and has held it in 8 quarters since. The position peaked at $54K in Q4 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Sargent Bickham Lagudis held 1,449 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $45.1K as of Q4 2022.
Sargent Bickham Lagudis left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q4 2022.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #461 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $54K 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 Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.