Foster Dykema Cabot & Partners’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Foster Dykema Cabot & Partners’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	$5.35M	Hold	100,831	–	–	0.34%	29
2025 Q4	$5.67M	Sell	100,831 -700	-0.7%	-$39K	0.35%	29
2025 Q3	$5.57M	Sell	101,531 -13,015	-11%	-$686K	0.37%	30
2025 Q2	$5.83M	Sell	114,546 -653	-0.6%	-$30.7K	0.41%	30
2025 Q1	$5.27M	Sell	115,199 -170	-0.1%	-$8.2K	0.42%	29
2024 Q4	$5.56M	Hold	115,369	–	–	0.43%	30
2024 Q3	$5.45M	Hold	115,369	–	–	0.46%	30
2024 Q2	$5.15M	Sell	115,369 -401	-0.3%	-$17.2K	0.46%	30
2024 Q1	$4.95M	Hold	115,770	–	–	0.46%	30
2023 Q4	$4.49M	Buy	+115,770	New	+$4.21M	0.48%	29

Other funds holding SPYX

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return