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

SVB 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
2022 Q2	–	Sell	-1,938	Closed	-$71K	–	845
2022 Q1	$71K	Hold	1,938	–	–	﹤0.01%	733
2021 Q4	$76K	Hold	1,938	–	–	﹤0.01%	750
2021 Q3	$68K	Hold	1,938	–	–	﹤0.01%	950
2021 Q2	$68K	Hold	1,938	–	–	﹤0.01%	936
2021 Q1	$63K	Sell	1,938 -2,769	-59%	-$88.1K	﹤0.01%	879
2020 Q4	$145K	Sell	4,707 -30,309	-87%	-$891K	﹤0.01%	777
2020 Q3	$975K	Buy	35,016 +3,753	+12%	+$103K	0.02%	297
2020 Q2	$795K	Buy	31,263 +5,184	+20%	+$125K	0.01%	299
2020 Q1	$555K	Hold	26,079	–	–	0.01%	302
2019 Q4	$686K	Hold	26,079	–	–	0.01%	364
2019 Q3	$632K	Buy	+26,079	New	+$628K	0.01%	341

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

SVB Wealth's SPYX Position: Q2 2022 in Review

SVB Wealth sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2022, closing a stake of 1,938 shares — an estimated $71K sold.

SVB Wealth first reported a position in SPYX in Q3 2019 and held it in 11 quarters. The position peaked at $975K in Q3 2020. 181 funds tracked by Wall St. Rank hold SPYX as of Q2 2022.

SVB Wealth reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 1,938 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2022, an estimated $71K.
SVB Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2019 and held it in 11 quarters.
SVB Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $975K in Q3 2020.
181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.