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

FSM 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 Q2	$261K	Buy	4,271 +4	+0.1%	+$237	0.03%	290
2026 Q1	$226K	Sell	4,267 -128	-3%	-$7.14K	0.03%	296
2025 Q4	$247K	Buy	4,395 +5	+0.1%	+$278	0.03%	269
2025 Q3	$241K	Buy	4,390 +4	+0.1%	+$211	0.03%	277
2025 Q2	$224K	Buy	+4,386	New	+$206K	0.04%	256

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FSM Wealth Advisors's SPYX Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.09% in Q2 2026, buying an estimated $237 and bringing the position to 4,271 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #290.

FSM Wealth Advisors first reported a position in SPYX in Q2 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

FSM Wealth Advisors held 4,271 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $261K as of Q2 2026.
FSM Wealth Advisors bought 4 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $237.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #290 holding.
FSM Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.