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

Facet Wealth Inc’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 		$583K Sell
10,993
-2,222
-17% -$124K 0.01% 154
2025
Q4 		$755K Sell
13,215
-16
-0.1% -$891 0.01% 117
2025
Q3 		$726K Buy
+13,231
New +$698K 0.02% 99

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
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

Facet Wealth Inc's SPYX Position: Q1 2026 in Review

Facet Wealth Inc reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 17% in Q1 2026, selling an estimated $124K and leaving 10,993 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #154.

Facet Wealth Inc first reported a position in SPYX in Q3 2025 and has held it in 3 quarters since. The position peaked at $755K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Facet Wealth Inc held 10,993 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $583K as of Q1 2026.
  • Facet Wealth Inc sold 2,222 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $124K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #154 holding.
  • Facet Wealth Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and has held it in 3 quarters since.
  • Facet Wealth Inc's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $755K 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.