Evergreen Capital Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Evergreen Capital 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 Q2	$318K	Buy	5,206 +20	+0.4%	+$1.19K	0.01%	1180
2026 Q1	$275K	Buy	5,186 +8	+0.2%	+$446	0.01%	1184
2025 Q4	$291K	Sell	5,178 -90	-2%	-$5.01K	0.01%	1058
2025 Q3	$289K	Sell	5,268 -30	-0.6%	-$1.58K	0.01%	1001
2025 Q2	$270K	Sell	5,298 -10,305	-66%	-$484K	0.01%	853
2025 Q1	$714K	Sell	15,603 -49	-0.3%	-$2.36K	0.02%	394
2024 Q4	$754K	Sell	15,652 -188	-1%	-$9.09K	0.02%	397
2024 Q3	$748K	Sell	15,840 -100	-0.6%	-$4.54K	0.03%	385
2024 Q2	$711K	Sell	15,940 -625	-4%	-$26.8K	0.03%	375
2024 Q1	$709K	Sell	16,565 -1,540	-9%	-$62.8K	0.03%	354
2023 Q4	$703K	Buy	18,105 +1,160	+7%	+$42.2K	0.03%	345
2023 Q3	$589K	Sell	16,945 -1,020	-6%	-$37K	0.03%	355
2023 Q2	$650K	Sell	17,965 -35	-0.2%	-$1.2K	0.03%	344
2023 Q1	$598K	Sell	18,000 -990	-5%	-$32K	0.03%	343
2022 Q4	$591K	Buy	18,990 +450	+2%	+$14K	0.03%	344
2022 Q3	$539K	Buy	18,540 +1,890	+11%	+$61.1K	0.03%	332
2022 Q2	$512K	Sell	16,650 -4,995	-23%	-$167K	0.03%	327
2022 Q1	$801K	Sell	21,645 -2,595	-11%	-$94.7K	0.03%	308
2021 Q4	$951K	Buy	24,240 +1,491	+7%	+$56.5K	0.04%	289
2021 Q3	$806K	Buy	22,749 +405	+2%	+$14.8K	0.04%	305
2021 Q2	$791K	Buy	22,344 +4,188	+23%	+$144K	0.04%	288
2021 Q1	$594K	Buy	18,156 +240	+1%	+$7.63K	0.03%	302
2020 Q4	$555K	Buy	17,916 +4,485	+33%	+$132K	0.03%	276
2020 Q3	$374K	Buy	+13,431	New	+$368K	0.03%	301

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

GAM

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

Evergreen Capital Management's SPYX Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.39% in Q2 2026, buying an estimated $1.19K and bringing the position to 5,206 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #1180.

Evergreen Capital Management first reported a position in SPYX in Q3 2020 and has held it in 24 quarters since. The position peaked at $951K in Q4 2021. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Evergreen Capital Management held 5,206 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $318K as of Q2 2026.
Evergreen Capital Management bought 20 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $1.19K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1180 holding.
Evergreen Capital Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and has held it in 24 quarters since.
Evergreen Capital Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $951K in Q4 2021.
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 Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.