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 $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

Great Valley Advisor Group's SPYX Position: Q1 2026 in Review

Great Valley Advisor Group held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 7,390 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #753.

Great Valley Advisor Group first reported a position in SPYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $444K in Q3 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Great Valley Advisor Group held 7,390 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $392K as of Q1 2026.
Great Valley Advisor Group left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #753 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 4 quarters since.
Great Valley Advisor Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $444K in Q3 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 Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.