EWM
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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

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $324M AUM 22.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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. 84 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.
  • 84 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.