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

Geneos Wealth Management’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
2025
Q3 		– Sell
-86
Closed -$4.38K – 3094
2025
Q2 		$4.38K Sell
86
-154
-64% -$7.23K ﹤0.01% 2616
2025
Q1 		$11K Buy
240
+160
+200% +$7.72K ﹤0.01% 2537
2024
Q4 		$3.85K Sell
80
-8
-9% -$387 ﹤0.01% 2415
2024
Q3 		$4.16K Buy
+88
New +$3.99K ﹤0.01% 2123
2023
Q4 		– Sell
-1,974
Closed -$68.6K – 2164
2023
Q3 		$68.6K Hold
1,974
– – ﹤0.01% 981
2023
Q2 		$71.4K Hold
1,974
– – ﹤0.01% 972
2023
Q1 		$65.6K Hold
1,974
– – ﹤0.01% 987
2022
Q4 		$61.4K Hold
1,974
– – ﹤0.01% 977
2022
Q3 		$57K Hold
1,974
– – ﹤0.01% 987
2022
Q2 		$61K Hold
1,974
– – ﹤0.01% 1195
2022
Q1 		$73K Hold
1,974
– – ﹤0.01% 1214
2021
Q4 		$77K Sell
1,974
-531
-21% -$20.1K ﹤0.01% 1282
2021
Q3 		$89K Hold
2,505
– – ﹤0.01% 1220
2021
Q2 		$89K Sell
2,505
-6,507
-72% -$224K ﹤0.01% 1211
2021
Q1 		$310K Hold
9,012
– – 0.01% 784
2020
Q4 		$82K Buy
9,012
+7,470
+484% +$220K ﹤0.01% 1219
2020
Q3 		$42K Buy
+1,542
New +$42.2K ﹤0.01% 1334

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's SPYX Position: Q3 2025 in Review

Geneos Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2025, closing a stake of 86 shares — an estimated $4.38K sold.

Geneos Wealth Management first reported a position in SPYX in Q3 2020 and held it in 17 quarters. The position peaked at $310K in Q1 2021. 237 funds tracked by Wall St. Rank hold SPYX as of Q3 2025.

  • Geneos Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 86 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $4.38K.
  • Geneos Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 17 quarters.
  • Geneos Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $310K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.