Great Valley Advisor Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Great Valley Advisor Group’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	$479K	Buy	7,832 +442	+6%	+$26.2K	0.01%	737
2026 Q1	$392K	Hold	7,390	–	–	0.01%	753
2025 Q4	$415K	Sell	7,390 -700	-9%	-$39K	0.01%	683
2025 Q3	$444K	Hold	8,090	–	–	0.01%	657
2025 Q2	$412K	Buy	+8,090	New	+$380K	0.01%	660

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Great Valley Advisor Group's SPYX Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 6% in Q2 2026, buying an estimated $26.2K and bringing the position to 7,832 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #737.

Great Valley Advisor Group first reported a position in SPYX in Q2 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Great Valley Advisor Group held 7,832 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $479K as of Q2 2026.
Great Valley Advisor Group bought 442 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $26.2K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #737 holding.
Great Valley Advisor Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 5 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.