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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
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 $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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Harbor Asset Planning's SPYX Position: Q1 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 Q1 2026, buying an estimated $56 and bringing the position to 535 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #266.

Harbor Asset Planning first reported a position in SPYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $30K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Harbor Asset Planning held 535 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $28.4K as of Q1 2026.
  • Harbor Asset Planning bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q1 2026, an estimated $56.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Harbor Asset Planning's portfolio in Q1 2026, its #266 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 4 quarters since.
  • Harbor Asset Planning's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $30K in Q4 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 Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.