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

Stratos Wealth Partners’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
2018 Q4	–	Sell	-666	Closed	-$16K	–	2278
2018 Q3	$16K	Buy	+666	New	+$15.4K	﹤0.01%	1981
2018 Q2	–	Sell	-666	Closed	-$14K	–	2360
2018 Q1	$14K	Hold	666	–	–	﹤0.01%	2174
2017 Q4	$14K	Buy	+666	New	+$14K	﹤0.01%	2034

Other funds holding SPYX

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's SPYX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2018, closing a stake of 666 shares — an estimated $16K sold.

Stratos Wealth Partners first reported a position in SPYX in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 55 funds tracked by Wall St. Rank hold SPYX as of Q4 2018.

Stratos Wealth Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 666 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2018, an estimated $16K.
Stratos Wealth Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $16K in Q3 2018.
55 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.