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

Endeavor Private Wealth’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 		$395K Sell
7,440
-2,921
-28% -$163K 0.11% 146
2025
Q4 		$582K Sell
10,361
-160
-2% -$8.91K 0.17% 111
2025
Q3 		$577K Buy
+10,521
New +$555K 0.18% 108

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 $377B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

Endeavor Private Wealth's SPYX Position: Q1 2026 in Review

Endeavor Private Wealth reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 28% in Q1 2026, selling an estimated $163K and leaving 7,440 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #146.

Endeavor Private Wealth first reported a position in SPYX in Q3 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Endeavor Private Wealth held 7,440 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $395K as of Q1 2026.
  • Endeavor Private Wealth sold 2,921 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $163K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.11% of Endeavor Private Wealth's portfolio in Q1 2026, its #146 holding.
  • Endeavor Private Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $582K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.