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 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 $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

Harbor Asset Planning's SPYX Position: Q2 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 Q2 2026, buying an estimated $59 and bringing the position to 536 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #267.

Harbor Asset Planning 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.

Harbor Asset Planning held 536 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $32.8K as of Q2 2026.
Harbor Asset Planning bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q2 2026, an estimated $59.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #267 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 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 Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.