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

Advisornet Financial’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	$61.5K	Buy	1,160 +56	+5%	+$3.12K	﹤0.01%	978
2025 Q4	$62K	Buy	1,104 +20	+2%	+$1.11K	﹤0.01%	992
2025 Q3	$59.5K	Buy	1,084 +13	+1%	+$686	﹤0.01%	970
2025 Q2	$54.5K	Buy	1,071 +60	+6%	+$2.82K	﹤0.01%	967
2025 Q1	$46.3K	Sell	1,011 -24	-2%	-$1.16K	﹤0.01%	965
2024 Q4	$49.8K	Buy	1,035 +8	+0.8%	+$387	﹤0.01%	885
2024 Q3	$48.5K	Hold	1,027	–	–	﹤0.01%	913
2024 Q2	$45.8K	Hold	1,027	–	–	﹤0.01%	847
2024 Q1	$43.9K	Buy	1,027 +31	+3%	+$1.26K	﹤0.01%	846
2023 Q4	$38.6K	Sell	996 -694	-41%	-$25.2K	﹤0.01%	887
2023 Q3	$58.7K	Buy	1,690 +73	+5%	+$2.65K	0.01%	743
2023 Q2	$58.5K	Buy	1,617 +27	+2%	+$922	0.01%	771
2023 Q1	$52.8K	Buy	1,590 +33	+2%	+$1.07K	﹤0.01%	785
2022 Q4	$48.4K	Buy	1,557 +45	+3%	+$1.4K	﹤0.01%	797
2022 Q3	$44K	Buy	1,512 +90	+6%	+$2.91K	﹤0.01%	883
2022 Q2	$44K	Buy	1,422 +3	+0.2%	+$100	﹤0.01%	907
2022 Q1	$53K	Buy	1,419 +714	+101%	+$26.1K	﹤0.01%	946
2021 Q4	$28K	Buy	705 +9	+1%	+$341	﹤0.01%	1203
2021 Q3	$25K	Buy	+696	New	+$25.4K	﹤0.01%	1196
2020 Q4	–	Sell	-9,411	Closed	-$262K	–	1826
2020 Q3	$262K	Sell	9,411 -930	-9%	-$25.5K	0.02%	440
2020 Q2	$263K	Sell	10,341 -1,215	-11%	-$29.3K	0.02%	447
2020 Q1	$246K	Hold	11,556	–	–	0.02%	428
2019 Q4	$304K	Sell	11,556 -561	-5%	-$14.1K	0.03%	419
2019 Q3	$293K	Hold	12,117	–	–	0.03%	425
2019 Q2	$289K	Hold	12,117	–	–	0.03%	394
2019 Q1	$276K	Hold	12,117	–	–	0.03%	376
2018 Q4	$246K	Sell	12,117 -519	-4%	-$11.3K	0.03%	369
2018 Q3	$297K	Sell	12,636 -2,652	-17%	-$61.2K	0.04%	349
2018 Q2	$335K	Buy	15,288 +2,379	+18%	+$52K	0.05%	300
2018 Q1	$277K	Hold	12,909	–	–	0.04%	335
2017 Q4	$279K	Buy	+12,909	New	+$272K	0.04%	298

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Advisornet Financial's SPYX Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 5.1% in Q1 2026, buying an estimated $3.12K and bringing the position to 1,160 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Advisornet Financial first reported a position in SPYX in Q4 2017 and has held it in 31 quarters since. The position peaked at $335K in Q2 2018. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Advisornet Financial held 1,160 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $61.5K as of Q1 2026.
Advisornet Financial bought 56 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $3.12K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #978 holding.
Advisornet Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2017 and has held it in 31 quarters since.
Advisornet Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $335K in Q2 2018.
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 Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.