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

V Wealth Advisors’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 Q3	–	Sell	-6,296	Closed	-$228K	–	330
2023 Q2	$228K	Buy	6,296 +21	+0.3%	+$717	0.04%	339
2023 Q1	$209K	Buy	+6,275	New	+$203K	0.04%	355
2022 Q2	–	Sell	-6,186	Closed	-$229K	–	463
2022 Q1	$229K	Buy	6,186 +300	+5%	+$11K	0.04%	393
2021 Q4	$231K	Buy	+5,886	New	+$223K	0.03%	409

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

Bank of New York Mellon New York $544B AUM 28.31% 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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

V Wealth Advisors's SPYX Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2023, closing a stake of 6,296 shares — an estimated $228K sold.

V Wealth Advisors first reported a position in SPYX in Q4 2021 and held it in 4 quarters. The position peaked at $231K in Q4 2021. 180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,296 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $228K.
V Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 4 quarters.
V Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $231K in Q4 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.