Wagner Wealth Management (South Carolina)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-648	Closed	-$19K	–	635
2022 Q3	$19K	Buy	648 +3	+0.5%	+$97	0.01%	328
2022 Q2	$20K	Buy	+645	New	+$21.5K	0.02%	333
2022 Q1	–	Sell	-645	Closed	-$25K	–	596
2021 Q4	$25K	Buy	+645	New	+$24.4K	0.02%	365

Other funds holding SPYX

Franklin Resources San Mateo, California $408B AUM 30.18% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Wagner Wealth Management (South Carolina)'s SPYX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2022, closing a stake of 648 shares — an estimated $19K sold.

Wagner Wealth Management (South Carolina) first reported a position in SPYX in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2021. 165 funds tracked by Wall St. Rank hold SPYX as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 648 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2022, an estimated $19K.
Wagner Wealth Management (South Carolina) 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.
Wagner Wealth Management (South Carolina)'s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $25K in Q4 2021.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.