Bragg Financial Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bragg Financial Advisors’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 Q1	$1.07M	Buy	20,159 +100	+0.5%	+$5.58K	0.03%	215
2025 Q4	$1.13M	Buy	20,059 +128	+0.6%	+$7.13K	0.04%	213
2025 Q3	$1.09M	Hold	19,931	–	–	0.04%	212
2025 Q2	$1.02M	Sell	19,931 -298	-1%	-$14K	0.04%	217
2025 Q1	$925K	Buy	20,229 +626	+3%	+$30.2K	0.04%	216
2024 Q4	$944K	Buy	19,603 +275	+1%	+$13.3K	0.04%	211
2024 Q3	$913K	Buy	19,328 +382	+2%	+$17.3K	0.04%	215
2024 Q2	$845K	Buy	18,946 +81	+0.4%	+$3.47K	0.04%	215
2024 Q1	$807K	Buy	18,865 +513	+3%	+$20.9K	0.04%	215
2023 Q4	$712K	Sell	18,352 -2,507	-12%	-$91.1K	0.03%	221
2023 Q3	$724K	Hold	20,859	–	–	0.04%	218
2023 Q2	$754K	Hold	20,859	–	–	0.04%	217
2023 Q1	$693K	Sell	20,859 -501	-2%	-$16.2K	0.04%	217
2022 Q4	$665K	Buy	21,360 +1,860	+10%	+$57.8K	0.04%	218
2022 Q3	$566K	Buy	19,500 +105	+0.5%	+$3.4K	0.04%	217
2022 Q2	$596K	Buy	19,395 +1,950	+11%	+$65K	0.04%	209
2022 Q1	$646K	Buy	17,445 +5,139	+42%	+$188K	0.04%	213
2021 Q4	$436K	Hold	12,306	–	–	0.03%	235
2021 Q3	$436K	Buy	12,306 +750	+6%	+$27.4K	0.03%	235
2021 Q2	$409K	Hold	11,556	–	–	0.03%	242
2021 Q1	$378K	Hold	11,556	–	–	0.03%	237
2020 Q4	$358K	Buy	11,556 +1,140	+11%	+$33.5K	0.03%	225
2020 Q3	$290K	Buy	10,416 +1,350	+15%	+$37K	0.03%	229
2020 Q2	$231K	Buy	+9,066	New	+$219K	0.03%	251

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Bragg Financial Advisors's SPYX Position: Q1 2026 in Review

Bragg Financial Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.5% in Q1 2026, buying an estimated $5.58K and bringing the position to 20,159 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #215.

Bragg Financial Advisors first reported a position in SPYX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Bragg Financial Advisors held 20,159 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.07M as of Q1 2026.
Bragg Financial Advisors bought 100 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $5.58K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q1 2026, its #215 holding.
Bragg Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and has held it in 24 quarters since.
Bragg Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.13M in Q4 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.