EAM
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Evanson Asset Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Evanson Asset Management’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 		$299K Hold
5,648
– – 0.02% 252
2025
Q4 		$317K Hold
5,648
– – 0.02% 254
2025
Q3 		$310K Hold
5,648
– – 0.02% 249
2025
Q2 		$288K Hold
5,648
– – 0.02% 263
2025
Q1 		$258K Hold
5,648
– – 0.02% 263
2024
Q4 		$272K Hold
5,648
– – 0.02% 256
2024
Q3 		$267K Hold
5,648
– – 0.02% 266
2024
Q2 		$252K Hold
5,648
– – 0.02% 265
2024
Q1 		$242K Hold
5,648
– – 0.02% 267
2023
Q4 		$219K Buy
+5,648
New +$205K 0.02% 269
2023
Q3 		– Sell
-5,648
Closed -$204K – 295
2023
Q2 		$204K Buy
+5,648
New +$193K 0.02% 263

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Bank of New York Mellon
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Bank of America
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PNC Financial Services Group
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LPL Financial
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GAM
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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