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

Flagship Wealth 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 		$103K Sell
2,032
-188
-8% -$10.5K 0.04% 142
2025
Q4 		$125K Buy
2,220
+134
+6% +$7.46K 0.04% 150
2025
Q3 		$114K Buy
2,086
+54
+3% +$2.85K 0.04% 158
2025
Q2 		$103K Sell
2,032
-54
-3% -$2.54K 0.04% 154
2025
Q1 		$95.4K Hold
2,086
– – 0.04% 156
2024
Q4 		$100K Buy
+2,086
New +$101K 0.06% 135

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

Flagship Wealth Advisors's SPYX Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 8.5% in Q1 2026, selling an estimated $10.5K and leaving 2,032 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #142.

Flagship Wealth Advisors first reported a position in SPYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $125K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Flagship Wealth Advisors held 2,032 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $103K as of Q1 2026.
  • Flagship Wealth Advisors sold 188 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $10.5K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Flagship Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $125K 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 Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.