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

Avior Wealth Management’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 		$1.09M Sell
17,849
-2,434
-12% -$144K 0.03% 343
2026
Q1 		$1.08M Sell
20,283
-276
-1% -$15.4K 0.03% 337
2025
Q4 		$1.16M Buy
20,559
+3,591
+21% +$200K 0.04% 287
2025
Q3 		$931K Buy
16,968
+5,389
+47% +$284K 0.03% 318
2025
Q2 		$590K Buy
+11,579
New +$544K 0.02% 394
2025
Q1 		– Sell
-2,296
Closed -$111K – 2106
2024
Q4 		$111K Sell
2,296
-5,117
-69% -$247K ﹤0.01% 863
2024
Q3 		$350K Sell
7,413
-873
-11% -$39.6K 0.01% 548
2024
Q2 		$370K Buy
8,286
+1
+0% +$43 0.02% 514
2024
Q1 		$355K Buy
8,285
+1
+0% +$41 0.02% 538
2023
Q4 		$322K Buy
8,284
+1
+0% +$36 0.02% 434
2023
Q3 		$288K Sell
8,283
-299
-3% -$10.8K 0.02% 454
2023
Q2 		$310K Buy
8,582
+347
+4% +$11.9K 0.02% 439
2023
Q1 		$274K Hold
8,235
– – 0.02% 467
2022
Q4 		$256K Hold
8,235
– – 0.02% 429
2022
Q3 		$239K Sell
8,235
-108
-1% -$3.49K 0.02% 426
2022
Q2 		$256K Hold
8,343
– – 0.03% 381
2022
Q1 		$308K Hold
8,343
– – 0.03% 378
2021
Q4 		$327K Sell
8,343
-2,616
-24% -$99.1K 0.03% 380
2021
Q3 		$388K Sell
10,959
-405
-4% -$14.8K 0.03% 351
2021
Q2 		$402K Hold
11,364
– – 0.04% 330
2021
Q1 		$372K Hold
11,364
– – 0.04% 336
2020
Q4 		$352K Buy
11,364
+210
+2% +$6.17K 0.04% 328
2020
Q3 		$310K Sell
11,154
-1,599
-13% -$43.8K 0.04% 330
2020
Q2 		$324K Hold
12,753
– – 0.05% 319
2020
Q1 		$271K Buy
+12,753
New +$320K 0.05% 289

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
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

Avior Wealth Management's SPYX Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 12% in Q2 2026, selling an estimated $144K and leaving 17,849 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #343.

Avior Wealth Management first reported a position in SPYX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Avior Wealth Management held 17,849 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.09M as of Q2 2026.
  • Avior Wealth Management sold 2,434 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $144K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 25 quarters since.
  • Avior Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.16M in Q4 2025.
  • 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.