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

Appleton Partners’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 Q2	$236K	Buy	+3,855	New	+$229K	0.01%	264
2021 Q3	–	Sell	-6,090	Closed	-$215K	–	298
2021 Q2	$215K	Buy	+6,090	New	+$210K	0.02%	282
2020 Q1	–	Sell	-10,590	Closed	-$278K	–	287
2019 Q4	$278K	Hold	10,590	–	–	0.03%	252
2019 Q3	$256K	Hold	10,590	–	–	0.03%	252
2019 Q2	$253K	Hold	10,590	–	–	0.03%	254
2019 Q1	$241K	Hold	10,590	–	–	0.03%	244
2018 Q4	$215K	Hold	10,590	–	–	0.03%	244
2018 Q3	$249K	Sell	10,590 -2,535	-19%	-$58.5K	0.03%	236
2018 Q2	$288K	Hold	13,125	–	–	0.04%	223
2018 Q1	$282K	Hold	13,125	–	–	0.04%	222
2017 Q4	$283K	Sell	13,125 -2,295	-15%	-$48.3K	0.04%	223
2017 Q3	$313K	Buy	+15,420	New	+$308K	0.05%	195

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

GAM

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

Appleton Partners's SPYX Position: Q2 2026 in Review

Appleton Partners opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2026: 3,855 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Appleton Partners previously reported a position in SPYX as recently as Q2 2021.

Appleton Partners first reported a position in SPYX in Q3 2017 and has held it in 12 quarters since. The position peaked at $313K in Q3 2017. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Appleton Partners held 3,855 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $236K as of Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Appleton Partners position in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #264 holding.
Appleton Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2017 and has held it in 12 quarters since.
Appleton Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $313K in Q3 2017.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.