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

EP 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 		$976K Sell
15,980
-147
-0.9% -$8.72K ﹤0.01% 757
2026
Q1 		$855K Sell
16,127
-274
-2% -$15.3K ﹤0.01% 690
2025
Q4 		$922K Buy
+16,401
New +$913K ﹤0.01% 645
2025
Q2 		$903K Buy
17,736
+1,005
+6% +$47.2K 0.01% 582
2025
Q1 		$765K Buy
16,731
+8
+0% +$386 0.01% 566
2024
Q4 		$805K Sell
16,723
-1,511
-8% -$73.1K 0.01% 564
2024
Q3 		$862K Buy
18,234
+2,089
+13% +$94.8K 0.01% 528
2024
Q2 		$720K Buy
16,145
+10,048
+165% +$430K 0.01% 457
2024
Q1 		$261K Sell
6,097
-635
-9% -$25.9K ﹤0.01% 669
2023
Q4 		$261K Buy
6,732
+11
+0.2% +$400 ﹤0.01% 658
2023
Q3 		$233K Sell
6,721
-13,409
-67% -$486K ﹤0.01% 621
2023
Q2 		$335K Buy
20,130
+13,217
+191% +$451K ﹤0.01% 539
2023
Q1 		$281K Buy
+6,913
New +$224K ﹤0.01% 501

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
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

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

EP Wealth Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.91% in Q2 2026, selling an estimated $8.72K and leaving 15,980 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

EP Wealth Advisors first reported a position in SPYX in Q1 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • EP Wealth Advisors held 15,980 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $976K as of Q2 2026.
  • EP Wealth Advisors sold 147 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $8.72K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #757 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2023 and has held it in 13 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.