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

Simplicity Wealth’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
2024
Q3 		– Sell
-5,983
Closed -$267K – 1103
2024
Q2 		$267K Sell
5,983
-253
-4% -$10.8K 0.01% 992
2024
Q1 		$267K Buy
+6,236
New +$254K 0.01% 960

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Simplicity Wealth's SPYX Position: Q3 2024 in Review

Simplicity Wealth sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2024, closing a stake of 5,983 shares — an estimated $267K sold.

Simplicity Wealth first reported a position in SPYX in Q1 2024 and held it in 2 quarters. The position peaked at $267K in Q1 2024. 215 funds tracked by Wall St. Rank hold SPYX as of Q3 2024.

  • Simplicity Wealth reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,983 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2024, an estimated $267K.
  • Simplicity Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $267K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.