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Capital Analysts LLC’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Capital Analysts LLC’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 		$96K Hold
1,809
– – ﹤0.01% 807
2025
Q4 		$102K Hold
1,809
– – ﹤0.01% 762
2025
Q3 		$99K Hold
1,809
– – ﹤0.01% 738
2025
Q2 		$92K Hold
1,809
– – ﹤0.01% 690
2025
Q1 		$83K Hold
1,809
– – ﹤0.01% 686
2024
Q4 		$87K Hold
1,809
– – ﹤0.01% 638
2024
Q3 		$85K Hold
1,809
– – ﹤0.01% 611
2024
Q2 		$81K Hold
1,809
– – ﹤0.01% 618
2024
Q1 		$77K Hold
1,809
– – ﹤0.01% 590
2023
Q4 		$70K Hold
1,809
– – ﹤0.01% 590
2023
Q3 		$63K Hold
1,809
– – ﹤0.01% 563
2023
Q2 		$65K Hold
1,809
– – ﹤0.01% 536
2023
Q1 		$60K Buy
+1,809
New +$58.5K ﹤0.01% 561

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