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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
2020
Q4 		– Sell
-26,100
Closed -$215K – 485
2020
Q3 		$215K Buy
+26,100
New +$715K 0.03% 396

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

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. 270 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.
  • 270 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.