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

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

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

Evanson Asset Management's SPYX Position: Q1 2026 in Review

Evanson Asset Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 5,648 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #252.

Evanson Asset Management first reported a position in SPYX in Q2 2023 and has held it in 11 quarters since. The position peaked at $317K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Evanson Asset Management held 5,648 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $299K as of Q1 2026.
Evanson Asset Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #252 holding.
Evanson Asset Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2023 and has held it in 11 quarters since.
Evanson Asset Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $317K 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 Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.