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

Veritable’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	-350,340	Closed	-$12.7M	–	696
2023 Q2	$12.7M	Buy	350,340 +11,100	+3%	+$379K	0.2%	58
2023 Q1	$11.3M	Hold	339,240	–	–	0.19%	61
2022 Q4	$10.6M	Buy	339,240 +19,635	+6%	+$610K	0.18%	68
2022 Q3	$9.29M	Sell	319,605 -61,299	-16%	-$1.98M	0.18%	68
2022 Q2	$11.7M	Buy	380,904 +3,660	+1%	+$122K	0.21%	59
2022 Q1	$14M	Buy	377,244 +99,834	+36%	+$3.65M	0.21%	60
2021 Q4	$10.9M	Hold	277,410	–	–	0.16%	70
2021 Q3	$9.82M	Sell	277,410 -2,406	-0.9%	-$87.7K	0.16%	75
2021 Q2	$9.9M	Sell	279,816 -1,698	-0.6%	-$58.5K	0.16%	75
2021 Q1	$9.22M	Hold	281,514	–	–	0.16%	75
2020 Q4	$8.72M	Hold	281,514	–	–	0.16%	76
2020 Q3	$7.84M	Buy	281,514 +32,100	+13%	+$879K	0.16%	77
2020 Q2	$6.34M	Buy	249,414 +178,800	+253%	+$4.31M	0.14%	82
2020 Q1	$1.5M	Buy	+70,614	New	+$1.77M	0.04%	233

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

Veritable's SPYX Position: Q3 2023 in Review

Veritable sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2023, closing a stake of 350,340 shares — an estimated $12.7M sold.

Veritable first reported a position in SPYX in Q1 2020 and held it in 14 quarters. The position peaked at $14M in Q1 2022. 180 funds tracked by Wall St. Rank hold SPYX as of Q3 2023.

Veritable 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.
Veritable sold 350,340 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $12.7M.
Veritable first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and held it in 14 quarters.
Veritable's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $14M in Q1 2022.
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 Veritable's 13F filing for Q3 2023.