GAM
SPYX icon

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

Gould Asset 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 		$9.67M Buy
182,436
+3,055
+2% +$170K 1.68% 15
2025
Q4 		$10.1M Sell
179,381
-3,685
-2% -$205K 1.79% 14
2025
Q3 		$10M Buy
183,066
+9,487
+5% +$500K 1.86% 12
2025
Q2 		$8.84M Sell
173,579
-3,525
-2% -$166K 1.73% 12
2025
Q1 		$8.1M Sell
177,104
-265
-0.1% -$12.8K 1.67% 13
2024
Q4 		$8.54M Sell
177,369
-1,310
-0.7% -$63.4K 1.8% 12
2024
Q3 		$8.44M Sell
178,679
-2,225
-1% -$101K 1.81% 11
2024
Q2 		$8.07M Sell
180,904
-3,800
-2% -$163K 1.86% 10
2024
Q1 		$7.91M Sell
184,704
-4,515
-2% -$184K 1.91% 11
2023
Q4 		$7.34M Buy
189,219
+19,230
+11% +$699K 1.9% 11
2023
Q3 		$5.9M Buy
169,989
+560
+0.3% +$20.3K 1.67% 12
2023
Q2 		$6.13M Buy
169,429
+2,102
+1% +$71.8K 1.71% 12
2023
Q1 		$5.56M Sell
167,327
-1,333
-0.8% -$43.1K 1.59% 12
2022
Q4 		$5.25M Buy
168,660
+26,685
+19% +$829K 1.58% 12
2022
Q3 		$4.12M Buy
141,975
+17,910
+14% +$579K 1.4% 15
2022
Q2 		$3.81M Buy
124,065
+14,670
+13% +$489K 1.23% 15
2022
Q1 		$4.05M Sell
109,395
-2,415
-2% -$88.2K 1.16% 16
2021
Q4 		$4.39M Buy
111,810
+5,805
+5% +$220K 1.23% 16
2021
Q3 		$3.75M Buy
106,005
+465
+0.4% +$17K 1.16% 16
2021
Q2 		$3.73M Buy
105,540
+8,670
+9% +$299K 1.06% 18
2021
Q1 		$3.17M Buy
96,870
+24,135
+33% +$768K 0.97% 18
2020
Q4 		$2.25M Buy
72,735
+11,625
+19% +$342K 0.69% 26
2020
Q3 		$1.7M Buy
61,110
+765
+1% +$21K 0.57% 27
2020
Q2 		$1.53M Sell
60,345
-270
-0.4% -$6.51K 0.54% 31
2020
Q1 		$1.29M Sell
60,615
-2,430
-4% -$60.9K 0.49% 31
2019
Q4 		$1.66M Buy
63,045
+1,050
+2% +$26.4K 0.55% 29
2019
Q3 		$1.5M Sell
61,995
-285
-0.5% -$6.86K 0.53% 30
2019
Q2 		$1.49M Buy
62,280
+1,695
+3% +$39.6K 0.54% 28
2019
Q1 		$1.38M Buy
60,585
+7,290
+14% +$160K 0.52% 29
2018
Q4 		$1.08M Buy
53,295
+3,045
+6% +$66.5K 0.45% 33
2018
Q3 		$1.18M Buy
50,250
+4,125
+9% +$95.1K 0.47% 34
2018
Q2 		$1.01M Sell
46,125
-435
-0.9% -$9.5K 0.44% 34
2018
Q1 		$999K Sell
46,560
-7,560
-14% -$167K 0.44% 35
2017
Q4 		$1.17M Buy
54,120
+14,400
+36% +$303K 0.51% 30
2017
Q3 		$807K Buy
39,720
+1,800
+5% +$36K 0.36% 42
2017
Q2 		$743K Buy
37,920
+12,570
+50% +$244K 0.36% 43
2017
Q1 		$482K Buy
25,350
+1,905
+8% +$35.6K 0.24% 54
2016
Q4 		$418K Buy
23,445
+9,825
+72% +$172K 0.21% 64
2016
Q3 		$237K Buy
+13,620
New +$236K 0.13% 87

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
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Gould Asset Management's SPYX Position: Q1 2026 in Review

Gould Asset Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.7% in Q1 2026, buying an estimated $170K and bringing the position to 182,436 shares worth $9.67M. The position accounts for 1.68% of the portfolio, ranked #15.

Gould Asset Management first reported a position in SPYX in Q3 2016 and has held it in 39 quarters since. The position peaked at $10.1M in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Gould Asset Management held 182,436 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $9.67M as of Q1 2026.
  • Gould Asset Management bought 3,055 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $170K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 1.68% of Gould Asset Management's portfolio in Q1 2026, its #15 holding.
  • Gould Asset Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2016 and has held it in 39 quarters since.
  • Gould Asset Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $10.1M 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 Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.