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

Golden State 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
2026 Q1	$460K	Buy	8,680 +61	+0.7%	+$3.4K	0.05%	262
2025 Q4	$484K	Buy	8,619 +880	+11%	+$49K	0.05%	259
2025 Q3	$424K	Sell	7,739 -40	-0.5%	-$2.11K	0.05%	266
2025 Q2	$396K	Sell	7,779 -181	-2%	-$8.5K	0.05%	276
2025 Q1	$364K	Sell	7,960 -876	-10%	-$42.3K	0.05%	265
2024 Q4	$425K	Buy	+8,836	New	+$427K	0.06%	217
2022 Q1	$359K	Sell	9,708 -57	-0.6%	-$2.08K	0.07%	215
2021 Q4	$383K	Buy	+9,765	New	+$370K	0.07%	254
2021 Q1	–	Sell	-9,957	Closed	-$308K	–	235
2020 Q4	$308K	Sell	9,957 -1,959	-16%	-$57.6K	0.09%	174
2020 Q3	$331K	Buy	11,916 +36	+0.3%	+$986	0.11%	133
2020 Q2	$302K	Buy	+11,880	New	+$286K	0.1%	136
2019 Q4	–	Sell	-14,949	Closed	-$362K	–	810
2019 Q3	$362K	Sell	14,949 -246	-2%	-$5.92K	0.12%	141
2019 Q2	$362K	Sell	15,195 -273	-2%	-$6.38K	0.11%	148
2019 Q1	$352K	Buy	+15,468	New	+$341K	0.12%	150

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Golden State Wealth Management's SPYX Position: Q1 2026 in Review

Golden State Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.71% in Q1 2026, buying an estimated $3.4K and bringing the position to 8,680 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #262.

Golden State Wealth Management first reported a position in SPYX in Q1 2019 and has held it in 14 quarters since. The position peaked at $484K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Golden State Wealth Management held 8,680 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $460K as of Q1 2026.
Golden State Wealth Management bought 61 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $3.4K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Golden State Wealth Management's portfolio in Q1 2026, its #262 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $484K 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 Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.