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

Boyd 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	$1.81M	Sell	29,590 -3,127	-10%	-$186K	0.68%	21
2026 Q1	$1.73M	Sell	32,717 -3,434	-9%	-$191K	0.73%	21
2025 Q4	$2.03M	Buy	36,151 +507	+1%	+$28.2K	0.86%	20
2025 Q3	$1.96M	Sell	35,644 -1,721	-5%	-$90.8K	0.84%	20
2025 Q2	$1.9M	Buy	37,365 +6,141	+20%	+$288K	0.82%	19
2025 Q1	$1.43M	Sell	31,224 -7,080	-18%	-$342K	0.71%	21
2024 Q4	$1.84M	Sell	38,304 -4,056	-10%	-$196K	0.91%	17
2024 Q3	$2M	Buy	42,360 +164	+0.4%	+$7.44K	1.01%	18
2024 Q2	$1.88M	Buy	42,196 +475	+1%	+$20.3K	1.04%	18
2024 Q1	$1.79M	Buy	41,721 +6,739	+19%	+$275K	1.02%	18
2023 Q4	$1.36M	Buy	34,982 +5,858	+20%	+$213K	0.84%	20
2023 Q3	$1.01M	Buy	29,124 +3,457	+13%	+$125K	0.68%	23
2023 Q2	$928K	Buy	25,667 +1,062	+4%	+$36.3K	0.56%	25
2023 Q1	$818K	Buy	24,605 +5,057	+26%	+$164K	0.57%	23
2022 Q4	$608K	Buy	19,548 +1,485	+8%	+$46.2K	0.45%	28
2022 Q3	$525K	Buy	18,063 +3,048	+20%	+$98.6K	0.42%	30
2022 Q2	$462K	Buy	15,015 +5,517	+58%	+$184K	0.38%	31
2022 Q1	$351K	Sell	9,498 -2,667	-22%	-$97.4K	0.26%	33
2021 Q4	$477K	Buy	+12,165	New	+$461K	0.35%	31

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

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

Boyd Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 9.6% in Q2 2026, selling an estimated $186K and leaving 29,590 shares worth $1.81M. The position accounts for 0.68% of the portfolio, ranked #21.

Boyd Wealth Management first reported a position in SPYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Boyd Wealth Management held 29,590 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.81M as of Q2 2026.
Boyd Wealth Management sold 3,127 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $186K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.68% of Boyd Wealth Management's portfolio in Q2 2026, its #21 holding.
Boyd 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 19 quarters since.
Boyd Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.03M 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 Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.