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 Q2	$570K	Hold	9,325	–	–	0.12%	30
2026 Q1	$495K	Sell	9,325 -60	-0.6%	-$3.35K	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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

GAM

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

Cornerstone Wealth Advisors's SPYX Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 9,325 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #30.

Cornerstone Wealth Advisors first reported a position in SPYX in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Cornerstone Wealth Advisors held 9,325 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $570K as of Q2 2026.
Cornerstone Wealth Advisors left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.12% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #30 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 9 quarters since.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.