Selective Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Selective Wealth Management’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	-4,365	Closed	-$127K	–	648
2022 Q3	$127K	Buy	4,365 +1,089	+33%	+$35.2K	0.05%	174
2022 Q2	$101K	Hold	3,276	–	–	0.04%	218
2022 Q1	$121K	Hold	3,276	–	–	0.04%	186
2021 Q4	$129K	Hold	3,276	–	–	0.05%	164
2021 Q3	$116K	Hold	3,276	–	–	0.06%	158
2021 Q2	$116K	Sell	3,276 -6,180	-65%	-$213K	0.09%	101
2021 Q1	$310K	Buy	9,456 +12	+0.1%	+$382	0.28%	39
2020 Q4	$293K	Buy	9,444 +3,774	+67%	+$111K	0.19%	39
2020 Q3	$158K	Sell	5,670 -2,364	-29%	-$64.8K	0.12%	57
2020 Q2	$204K	Buy	8,034 +3,780	+89%	+$91.2K	0.17%	44
2020 Q1	$91K	Buy	+4,254	New	+$107K	0.14%	46

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 $31B AUM 28.39% 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 $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

Selective Wealth Management's SPYX Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 4,365 shares — an estimated $127K sold.

Selective Wealth Management first reported a position in SPYX in Q1 2020 and held it in 11 quarters. The position peaked at $310K in Q1 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Selective Wealth Management 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.
Selective Wealth Management sold 4,365 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $127K.
Selective Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 11 quarters.
Selective Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $310K in Q1 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 Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.