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

CAPTRUST 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 		$507K Buy
9,552
+997
+12% +$55.6K ﹤0.01% 2027
2025
Q4 		$481K Buy
+8,555
New +$476K ﹤0.01% 1923
2022
Q3 		– Sell
-3,057
Closed -$94K – 3786
2022
Q2 		$94K Sell
3,057
-12
-0.4% -$400 ﹤0.01% 2242
2022
Q1 		$114K Buy
3,069
+6
+0.2% +$219 ﹤0.01% 2168
2021
Q4 		$120K Buy
3,063
+9
+0.3% +$341 ﹤0.01% 2019
2021
Q3 		$108K Buy
3,054
+27
+0.9% +$985 ﹤0.01% 2012
2021
Q2 		$107K Buy
3,027
+6
+0.2% +$207 ﹤0.01% 1982
2021
Q1 		$99K Buy
3,021
+1,104
+58% +$35.1K ﹤0.01% 1959
2020
Q4 		$59K Buy
1,917
+474
+33% +$13.9K ﹤0.01% 1752
2020
Q3 		$40K Buy
+1,443
New +$39.5K ﹤0.01% 1716

Other funds holding SPYX

WHAM
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CIA
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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