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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
Q2 		$519K Sell
8,501
-179
-2% -$10.6K 0.05% 273
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 0.08% 165
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 $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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
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

Golden State Wealth Management's SPYX Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.1% in Q2 2026, selling an estimated $10.6K and leaving 8,501 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #273.

Golden State Wealth Management first reported a position in SPYX in Q1 2019 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Golden State Wealth Management held 8,501 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $519K as of Q2 2026.
  • Golden State Wealth Management sold 179 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $10.6K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #273 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 15 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.