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Avantax Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Avantax Advisory Services’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
-12,226
Closed -$559K – 2436
2025
Q1 		$559K Buy
12,226
+246
+2% +$11.9K ﹤0.01% 1438
2024
Q4 		$577K Buy
11,980
+6,269
+110% +$303K ﹤0.01% 1354
2024
Q3 		$270K Buy
+5,711
New +$259K ﹤0.01% 1831

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avantax Advisory Services's SPYX Position: Q2 2025 in Review

Avantax Advisory Services sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 12,226 shares — an estimated $559K sold.

Avantax Advisory Services first reported a position in SPYX in Q3 2024 and held it in 3 quarters. The position peaked at $577K in Q4 2024. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

  • Avantax Advisory Services 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.
  • Avantax Advisory Services sold 12,226 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $559K.
  • Avantax Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and held it in 3 quarters.
  • Avantax Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $577K in Q4 2024.
  • 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.