Heritage Wealth Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Heritage Wealth Advisors’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
2025 Q2	–	Sell	-87	Closed	-$3.98K	–	589
2025 Q1	$3.98K	Buy	+87	New	+$4.2K	﹤0.01%	470

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Heritage Wealth Advisors's SPYX Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 87 shares — an estimated $3.98K sold.

Heritage Wealth Advisors first reported a position in SPYX in Q1 2025 and held it in 1 quarter. The position peaked at $3.98K in Q1 2025. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

Heritage Wealth Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 87 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $3.98K.
Heritage Wealth Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2025 and held it in 1 quarter.
Heritage Wealth Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $3.98K in Q1 2025.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.