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

Evermay Wealth 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	$84.4K	Hold	1,382	–	–	0.01%	291
2026 Q1	$73.3K	Buy	1,382 +361	+35%	+$20.1K	0.01%	284
2025 Q4	$57.4K	Hold	1,021	–	–	0.01%	313
2025 Q3	$56K	Sell	1,021 -1,289	-56%	-$68K	0.01%	320
2025 Q2	$118K	Hold	2,310	–	–	0.01%	245
2025 Q1	$106K	Hold	2,310	–	–	0.01%	255
2024 Q4	$111K	Hold	2,310	–	–	0.02%	247
2024 Q3	$109K	Hold	2,310	–	–	0.02%	260
2024 Q2	$103K	Hold	2,310	–	–	0.02%	266
2024 Q1	$98.9K	Hold	2,310	–	–	0.01%	278
2023 Q4	$89.7K	Buy	2,310 +950	+70%	+$34.5K	0.02%	268
2023 Q3	$47.2K	Hold	1,360	–	–	0.01%	313
2023 Q2	$49.2K	Buy	1,360 +85	+7%	+$2.9K	0.01%	312
2023 Q1	$42.4K	Hold	1,275	–	–	0.01%	312
2022 Q4	$39.7K	Hold	1,275	–	–	0.01%	314
2022 Q3	$37K	Hold	1,275	–	–	0.01%	298
2022 Q2	$39K	Hold	1,275	–	–	0.01%	295
2022 Q1	$47K	Hold	1,275	–	–	0.01%	304
2021 Q4	$50K	Hold	1,275	–	–	0.01%	278
2021 Q3	$45K	Hold	1,275	–	–	0.01%	274
2021 Q2	$45K	Buy	+1,275	New	+$44K	0.01%	300

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

Evermay Wealth Management's SPYX Position: Q2 2026 in Review

Evermay Wealth Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 1,382 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #291.

Evermay Wealth Management first reported a position in SPYX in Q2 2021 and has held it in 21 quarters since. The position peaked at $118K in Q2 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Evermay Wealth Management held 1,382 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $84.4K as of Q2 2026.
Evermay Wealth Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #291 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $118K in Q2 2025.
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 Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.