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

Harbor Asset Planning’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 Q3	$33.6K	Buy	537 +1	+0.2%	+$62	0.03%	263
2026 Q2	$32.8K	Buy	536 +1	+0.2%	+$59	0.02%	267
2026 Q1	$28.4K	Buy	535 +1	+0.2%	+$56	0.02%	266
2025 Q4	$30K	Buy	534 +2	+0.4%	+$111	0.03%	257
2025 Q3	$29.2K	Buy	532 +1	+0.2%	+$53	0.03%	246
2025 Q2	$27.1K	Buy	+531	New	+$24.9K	0.03%	246

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $17.2B AUM 36.34% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Harbor Asset Planning's SPYX Position: Q3 2026 in Review

Harbor Asset Planning increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.19% in Q3 2026, buying an estimated $62 and bringing the position to 537 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #263.

Harbor Asset Planning first reported a position in SPYX in Q2 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

Harbor Asset Planning held 537 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $33.6K as of Q3 2026.
Harbor Asset Planning bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q3 2026, an estimated $62.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #263 holding.
Harbor Asset Planning first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.