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

Trillium Asset 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 Q3	–	Sell	-9,660	Closed	-$297K	–	230
2022 Q2	$297K	Hold	9,660	–	–	0.01%	213
2022 Q1	$357K	Hold	9,660	–	–	0.01%	223
2021 Q4	$379K	Buy	+9,660	New	+$366K	0.01%	226

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

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

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

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

Trillium Asset Management's SPYX Position: Q3 2022 in Review

Trillium Asset Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2022, closing a stake of 9,660 shares — an estimated $297K sold.

Trillium Asset Management first reported a position in SPYX in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q4 2021. 166 funds tracked by Wall St. Rank hold SPYX as of Q3 2022.

Trillium Asset Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
Trillium Asset Management sold 9,660 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $297K.
Trillium Asset Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 3 quarters.
Trillium Asset Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $379K in Q4 2021.
166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2022.

Based on Trillium Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.