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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
Q3 		$1.86M Buy
29,731
+141
+0.5% +$8.78K 0.65% 22
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

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Boyd Wealth Management's SPYX Position: Q3 2026 in Review

Boyd Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.48% in Q3 2026, buying an estimated $8.78K and bringing the position to 29,731 shares worth $1.86M. The position accounts for 0.65% of the portfolio, ranked #22.

Boyd Wealth Management first reported a position in SPYX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.03M in Q4 2025. 37 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

  • Boyd Wealth Management held 29,731 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.86M as of Q3 2026.
  • Boyd Wealth Management bought 141 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $8.78K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.65% of Boyd Wealth Management's portfolio in Q3 2026, its #22 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 20 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.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.