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

Bridgewater 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 Sell
17,599
-2,095
-11% -$117K 0.06% 129
2025
Q4 		$1.11M Buy
19,694
+592
+3% +$33K 0.07% 125
2025
Q3 		$1.05M Sell
19,102
-129
-0.7% -$6.8K 0.07% 122
2025
Q2 		$1M Sell
19,231
-10,723
-36% -$504K 0.08% 135
2025
Q1 		$1.36M Buy
29,954
+7,700
+35% +$372K 0.12% 92
2024
Q4 		$1.06M Hold
22,254
– – 0.11% 79
2024
Q3 		$1.06M Hold
22,254
– – 0.11% 87
2024
Q2 		$984K Hold
22,254
– – 0.12% 84
2024
Q1 		$952K Hold
22,254
– – 0.14% 75
2023
Q4 		$864K Sell
22,254
-160
-0.7% -$5.81K 0.13% 76
2023
Q3 		$778K Sell
22,414
-377
-2% -$13.7K 0.12% 80
2023
Q2 		$824K Sell
22,791
-2,409
-10% -$82.3K 0.17% 76
2023
Q1 		$838K Buy
+25,200
New +$816K 0.18% 82

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return