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Flagship Harbor Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Flagship Harbor Advisors’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 		– Sell
-317
Closed -$17.8K – 1992
2025
Q4 		$17.8K Buy
+317
New +$17.7K ﹤0.01% 1356
2021
Q2 		– Sell
-7,017
Closed -$230K – 685
2021
Q1 		$230K Buy
7,017
+39
+0.6% +$1.24K 0.03% 566
2020
Q4 		$216K Buy
6,978
+2,220
+47% +$65.2K 0.03% 514
2020
Q3 		$132K Hold
4,758
– – 0.02% 569
2020
Q2 		$121K Sell
4,758
-588
-11% -$14.2K 0.02% 602
2020
Q1 		$114K Buy
5,346
+3
+0.1% +$75 0.02% 519
2019
Q4 		$140K Buy
5,343
+5,034
+1,629% +$127K 0.02% 531
2019
Q3 		$7K Buy
+309
New +$7.44K ﹤0.01% 1402

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 $376B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 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