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

Simplicity Solutions’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
Q4 		$241K Sell
6,221
-458
-7% -$16.6K 0.01% 904
2023
Q3 		$232K Buy
6,679
+19
+0.3% +$688 0.01% 851
2023
Q2 		$241K Sell
6,660
-72
-1% -$2.46K 0.01% 906
2023
Q1 		$224K Buy
+6,732
New +$218K 0.01% 966

Other funds holding SPYX

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Simplicity Solutions's SPYX Position: Q4 2023 in Review

Simplicity Solutions reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 6.9% in Q4 2023, selling an estimated $16.6K and leaving 6,221 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #904.

Simplicity Solutions first reported a position in SPYX in Q1 2023 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold SPYX as of Q4 2023.

  • Simplicity Solutions held 6,221 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $241K as of Q4 2023.
  • Simplicity Solutions sold 458 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2023, an estimated $16.6K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #904 holding.
  • Simplicity Solutions first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2023 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.