Bradley Foster & Sargent’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bradley Foster & Sargent’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	$1.31M	Buy	21,500 +8	+0%	+$475	0.02%	276
2026 Q1	$1.14M	Sell	21,492 -72	-0.3%	-$4.01K	0.02%	280
2025 Q4	$1.21M	Buy	21,564 +2,449	+13%	+$136K	0.02%	271
2025 Q3	$1.05M	Hold	19,115	–	–	0.02%	289
2025 Q2	$974K	Sell	19,115 -7,562	-28%	-$355K	0.02%	292
2025 Q1	$1.22M	Sell	26,677 -22	-0.1%	-$1.06K	0.02%	254
2024 Q4	$1.29M	Sell	26,699 -4,663	-15%	-$226K	0.02%	257
2024 Q3	$1.48M	Hold	31,362	–	–	0.02%	239
2024 Q2	$1.4M	Sell	31,362 -70	-0.2%	-$3K	0.03%	234
2024 Q1	$1.35M	Hold	31,432	–	–	0.02%	242
2023 Q4	$1.22M	Sell	31,432 -1,989	-6%	-$72.3K	0.02%	254
2023 Q3	$1.21M	Hold	33,421	–	–	0.03%	254
2023 Q2	$1.21M	Hold	33,421	–	–	0.03%	254
2023 Q1	$1.11M	Sell	33,421 -107	-0.3%	-$3.46K	0.03%	241
2022 Q4	$1.04M	Buy	33,528 +435	+1%	+$13.5K	0.03%	241
2022 Q3	$961K	Buy	33,093 +756	+2%	+$24.4K	0.03%	237
2022 Q2	$994K	Hold	32,337	–	–	0.03%	239
2022 Q1	$1.2M	Sell	32,337 -27	-0.1%	-$986	0.03%	249
2021 Q4	$1.27M	Sell	32,364 -114	-0.4%	-$4.32K	0.03%	228
2021 Q3	$1.15M	Sell	32,478 -414	-1%	-$15.1K	0.03%	222
2021 Q2	$1.16M	Buy	+32,892	New	+$1.13M	0.03%	222

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

Bradley Foster & Sargent's SPYX Position: Q2 2026 in Review

Bradley Foster & Sargent increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.04% in Q2 2026, buying an estimated $475 and bringing the position to 21,500 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #276.

Bradley Foster & Sargent first reported a position in SPYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.48M in Q3 2024. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Bradley Foster & Sargent held 21,500 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.31M as of Q2 2026.
Bradley Foster & Sargent bought 8 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $475.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Bradley Foster & Sargent's portfolio in Q2 2026, its #276 holding.
Bradley Foster & Sargent first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 21 quarters since.
Bradley Foster & Sargent's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.48M in Q3 2024.
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 Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.