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

Addison 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
2026 Q1	–	Sell	-1,510	Closed	-$84.8K	–	994
2025 Q4	$84.8K	Sell	1,510 -1,005	-40%	-$56K	0.02%	337
2025 Q3	$138K	Sell	2,515 -3,620	-59%	-$191K	0.03%	273
2025 Q2	$312K	Sell	6,135 -2,110	-26%	-$99.1K	0.08%	165
2025 Q1	$377K	Hold	8,245	–	–	0.1%	132
2024 Q4	$397K	Sell	8,245 -2,065	-20%	-$99.9K	0.11%	124
2024 Q3	$487K	Sell	10,310 -425	-4%	-$19.3K	0.14%	117
2024 Q2	$479K	Sell	10,735 -590	-5%	-$25.3K	0.15%	102
2024 Q1	$485K	Hold	11,325	–	–	0.17%	102
2023 Q4	$440K	Hold	11,325	–	–	0.17%	97
2023 Q3	$393K	Hold	11,325	–	–	0.18%	95
2023 Q2	$410K	Hold	11,325	–	–	0.2%	95
2023 Q1	$376K	Hold	11,325	–	–	0.21%	93
2022 Q4	$352K	Hold	11,325	–	–	0.21%	92
2022 Q3	$329K	Hold	11,325	–	–	0.2%	90
2022 Q2	$348K	Hold	11,325	–	–	0.21%	88
2022 Q1	$419K	Hold	11,325	–	–	0.23%	85
2021 Q4	$444K	Hold	11,325	–	–	0.27%	71
2021 Q3	$401K	Hold	11,325	–	–	0.32%	53
2021 Q2	$401K	Buy	+11,325	New	+$390K	0.32%	53
2020 Q4	$125K	Buy	+4,020	New	+$118K	0.12%	106

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Addison Advisors's SPYX Position: Q1 2026 in Review

Addison Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2026, closing a stake of 1,510 shares — an estimated $84.8K sold.

Addison Advisors first reported a position in SPYX in Q4 2020 and held it in 20 quarters. The position peaked at $487K in Q3 2024. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Addison Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
Addison Advisors sold 1,510 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $84.8K.
Addison Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and held it in 20 quarters.
Addison Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $487K in Q3 2024.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.