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

WrapManager Inc’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
2021
Q3 		– Sell
-6,951
Closed -$246K – 322
2021
Q2 		$246K Sell
6,951
-84
-1% -$2.9K 0.06% 275
2021
Q1 		$230K Buy
+7,035
New +$224K 0.06% 267

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

WrapManager Inc's SPYX Position: Q3 2021 in Review

WrapManager Inc sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2021, closing a stake of 6,951 shares — an estimated $246K sold.

WrapManager Inc first reported a position in SPYX in Q1 2021 and held it in 2 quarters. The position peaked at $246K in Q2 2021. 161 funds tracked by Wall St. Rank hold SPYX as of Q3 2021.

  • WrapManager Inc reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2021 after selling out during the quarter.
  • WrapManager Inc sold 6,951 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2021, an estimated $246K.
  • WrapManager Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 2 quarters.
  • WrapManager Inc's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $246K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2021.

Based on WrapManager Inc's 13F filing for Q3 2021, filed 10 Nov 2021.