BFC Planning, Inc.’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

BFC Planning, 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 Q3	$350K	Buy	5,594 +11	+0.2%	+$685	0.01%	732
2026 Q2	$341K	Buy	5,583 +174	+3%	+$10.3K	0.01%	748
2026 Q1	$287K	Buy	5,409 +72	+1%	+$4.01K	0.01%	749
2025 Q4	$300K	Buy	5,337 +12	+0.2%	+$668	0.01%	716
2025 Q3	$292K	Buy	5,325 +262	+5%	+$13.8K	0.02%	542
2025 Q2	$258K	Sell	5,063 -4,655	-48%	-$219K	0.02%	532
2025 Q1	$445K	Sell	9,718 -907	-9%	-$43.8K	0.04%	359
2024 Q4	$512K	Buy	10,625 +6	+0.1%	+$290	0.04%	330
2024 Q3	$502K	Buy	+10,619	New	+$482K	0.04%	340

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.8B AUM 16.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

BFC Planning, Inc.'s SPYX Position: Q3 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.2% in Q3 2026, buying an estimated $685 and bringing the position to 5,594 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #732.

BFC Planning, Inc. first reported a position in SPYX in Q3 2024 and has held it in 9 quarters since. The position peaked at $512K in Q4 2024. 225 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

BFC Planning, Inc. held 5,594 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $350K as of Q3 2026.
BFC Planning, Inc. bought 11 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $685.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #732 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $512K in Q4 2024.
225 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.