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

Cornerstone Wealth 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 Q3	$562K	Sell	9,000 -325	-3%	-$20.2K	0.12%	31
2026 Q2	$570K	Hold	9,325	–	–	0.12%	30
2026 Q1	$495K	Sell	9,325 -60	-0.6%	-$3.34K	0.11%	30
2025 Q4	$527K	Sell	9,385 -4	-0%	-$223	0.12%	32
2025 Q3	$515K	Buy	9,389 +1,185	+14%	+$62.5K	0.12%	32
2025 Q2	$418K	Buy	8,204 +120	+1%	+$5.64K	0.11%	35
2025 Q1	$370K	Buy	8,084 +1,395	+21%	+$67.3K	0.1%	33
2024 Q4	$322K	Buy	6,689 +26	+0.4%	+$1.26K	0.09%	40
2024 Q3	$315K	Sell	6,663 -122	-2%	-$5.54K	0.09%	39
2024 Q2	$303K	Buy	+6,785	New	+$290K	0.09%	38

Other funds holding SPYX

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Cornerstone Wealth Advisors's SPYX Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 3.5% in Q3 2026, selling an estimated $20.2K and leaving 9,000 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #31.

Cornerstone Wealth Advisors first reported a position in SPYX in Q2 2024 and has held it in 10 quarters since. The position peaked at $570K in Q2 2026. 62 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

Cornerstone Wealth Advisors held 9,000 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $562K as of Q3 2026.
Cornerstone Wealth Advisors sold 325 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $20.2K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.12% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #31 holding.
Cornerstone Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2024 and has held it in 10 quarters since.
Cornerstone Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $570K in Q2 2026.
62 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.