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

Bristlecone 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
2025 Q3	–	Sell	-327	Closed	-$16.7K	–	302
2025 Q2	$16.7K	Hold	327	–	–	﹤0.01%	278
2025 Q1	$15K	Buy	327 +45	+16%	+$2.17K	﹤0.01%	346
2024 Q4	$13.6K	Hold	282	–	–	﹤0.01%	343
2024 Q3	$13.3K	Buy	+282	New	+$12.8K	﹤0.01%	347
2023 Q2	–	Sell	-282	Closed	-$9.37K	–	339
2023 Q1	$9.37K	Buy	+282	New	+$9.13K	﹤0.01%	329
2021 Q3	–	Sell	-15,699	Closed	-$555K	–	221
2021 Q2	$555K	Buy	15,699 +270	+2%	+$9.31K	0.08%	139
2021 Q1	$505K	Buy	15,429 +1,239	+9%	+$39.4K	0.08%	142
2020 Q4	$440K	Hold	14,190	–	–	0.07%	148
2020 Q3	$395K	Hold	14,190	–	–	0.07%	141
2020 Q2	$361K	Buy	+14,190	New	+$342K	0.07%	137

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

GAM

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

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

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

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

Bristlecone Advisors's SPYX Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2025, closing a stake of 327 shares — an estimated $16.7K sold.

Bristlecone Advisors first reported a position in SPYX in Q2 2020 and held it in 10 quarters. The position peaked at $555K in Q2 2021. 237 funds tracked by Wall St. Rank hold SPYX as of Q3 2025.

Bristlecone Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 327 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $16.7K.
Bristlecone Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and held it in 10 quarters.
Bristlecone Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $555K in Q2 2021.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.