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

Atria Wealth Solutions’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
Q2 		– Sell
-20,549
Closed -$940K – 1867
2025
Q1 		$940K Buy
20,549
+12,273
+148% +$592K 0.01% 914
2024
Q4 		$398K Buy
8,276
+3
+0% +$145 ﹤0.01% 1389
2024
Q3 		$391K Buy
8,273
+3
+0% +$136 ﹤0.01% 1362
2024
Q2 		$369K Buy
8,270
+4
+0% +$171 ﹤0.01% 1387
2024
Q1 		$354K Buy
8,266
+1,920
+30% +$78.3K ﹤0.01% 1449
2023
Q4 		$246K Buy
6,346
+1
+0% +$36 ﹤0.01% 1638
2023
Q3 		$220K Buy
6,345
+1
+0% +$36 ﹤0.01% 1630
2023
Q2 		$229K Buy
6,344
+2
+0% +$68 ﹤0.01% 1611
2023
Q1 		$211K Sell
6,342
-156
-2% -$5.05K ﹤0.01% 1647
2022
Q4 		$202K Buy
+6,498
New +$202K ﹤0.01% 1608
2022
Q3 		– Sell
-6,765
Closed -$208K – 1850
2022
Q2 		$208K Sell
6,765
-345
-5% -$11.5K ﹤0.01% 1438
2022
Q1 		$263K Buy
+7,110
New +$260K ﹤0.01% 1389

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Atria Wealth Solutions's SPYX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 20,549 shares — an estimated $940K sold.

Atria Wealth Solutions first reported a position in SPYX in Q1 2022 and held it in 12 quarters. The position peaked at $940K in Q1 2025. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,549 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $940K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $940K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.