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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
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 $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 $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