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

Axxcess 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 		$2.98M Buy
+48,803
New +$2.9M 0.05% 325
2026
Q1 		– Sell
-50,913
Closed -$2.86M – 920
2025
Q4 		$2.86M Buy
50,913
+4,346
+9% +$242K 0.05% 310
2025
Q3 		$2.55M Buy
46,567
+33,054
+245% +$1.74M 0.05% 266
2025
Q2 		$688K Buy
13,513
+449
+3% +$21.1K 0.02% 515
2025
Q1 		$598K Buy
13,064
+1,564
+14% +$75.5K 0.02% 506
2024
Q4 		$554K Sell
11,500
-442
-4% -$21.4K 0.01% 527
2024
Q3 		$564K Buy
11,942
+35
+0.3% +$1.59K 0.01% 522
2024
Q2 		$531K Sell
11,907
-3,338
-22% -$143K 0.01% 512
2024
Q1 		$652K Buy
15,245
+422
+3% +$17.2K 0.02% 475
2023
Q4 		$575K Sell
14,823
-11,617
-44% -$422K 0.02% 480
2023
Q3 		$918K Sell
26,440
-1,930
-7% -$69.9K 0.03% 335
2023
Q2 		$1.03M Sell
28,370
-2,618
-8% -$89.4K 0.07% 225
2023
Q1 		$1.03M Buy
30,988
+5,176
+20% +$168K 0.08% 223
2022
Q4 		$803K Sell
25,812
-21
-0.1% -$653 0.07% 263
2022
Q3 		$750K Buy
25,833
+393
+2% +$12.7K 0.07% 241
2022
Q2 		$782K Sell
25,440
-17,916
-41% -$598K 0.07% 225
2022
Q1 		$1.6M Buy
43,356
+2,709
+7% +$98.9K 0.13% 138
2021
Q4 		$1.59M Buy
+40,647
New +$1.54M 0.12% 143

Other funds holding SPYX

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $324M AUM 22.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2026: 48,803 shares worth $2.98M. The stake represents 0.05% of the portfolio and ranks #325 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPYX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPYX in Q4 2021 and has held it in 18 quarters since. 102 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Axxcess Wealth Management held 48,803 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.98M as of Q2 2026.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Axxcess Wealth Management position in Q2 2026.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and has held it in 18 quarters since.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.