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

Accurate Wealth 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
2025
Q1 		– Sell
-10,680
Closed -$509K – 405
2024
Q4 		$509K Buy
+10,680
New +$517K 0.1% 194

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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's SPYX Position: Q1 2025 in Review

Accurate Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2025, closing a stake of 10,680 shares — an estimated $509K sold.

Accurate Wealth Management first reported a position in SPYX in Q4 2024 and held it in 1 quarter. The position peaked at $509K in Q4 2024. 216 funds tracked by Wall St. Rank hold SPYX as of Q1 2025.

  • Accurate Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 10,680 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2025, an estimated $509K.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $509K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.