Horst & Graben Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Horst & Graben Wealth Management’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	$444K	Sell	7,271 -4	-0.1%	-$237	0.06%	135
2026 Q1	$426K	Sell	7,275 -231	-3%	-$12.9K	0.06%	127
2025 Q4	$422K	Sell	7,506 -1,105	-13%	-$61.5K	0.06%	119
2025 Q3	$472K	Sell	8,611 -136	-2%	-$7.17K	0.07%	113
2025 Q2	$446K	Sell	8,747 -292	-3%	-$13.7K	0.07%	108
2025 Q1	$414K	Buy	9,039 +1,473	+19%	+$71.1K	0.07%	106
2024 Q4	$364K	Sell	7,566 -55	-0.7%	-$2.66K	0.06%	109
2024 Q3	$360K	Buy	7,621 +318	+4%	+$14.4K	0.06%	105
2024 Q2	$326K	Buy	7,303 +136	+2%	+$5.82K	0.06%	103
2024 Q1	$307K	Sell	7,167 -291	-4%	-$11.9K	0.06%	109
2023 Q4	$289K	Buy	7,458 +115	+2%	+$4.18K	0.06%	106
2023 Q3	$255K	Buy	7,343 +111	+2%	+$4.02K	0.06%	111
2023 Q2	$262K	Sell	7,232 -1,009	-12%	-$34.5K	0.06%	109
2023 Q1	$274K	Buy	8,241 +72	+0.9%	+$2.33K	0.07%	105
2022 Q4	$254K	Sell	8,169 -384	-4%	-$11.9K	0.07%	114
2022 Q3	$248K	Sell	8,553 -2,130	-20%	-$68.9K	0.07%	108
2022 Q2	$328K	Sell	10,683 -186	-2%	-$6.2K	0.09%	96
2022 Q1	$402K	Sell	10,869 -4,188	-28%	-$153K	0.1%	92
2021 Q4	$591K	Sell	15,057 -588	-4%	-$22.3K	0.15%	73
2021 Q3	$554K	Sell	15,645 -24	-0.2%	-$875	0.15%	77
2021 Q2	$554K	Sell	15,669 -1,311	-8%	-$45.2K	0.15%	75
2021 Q1	$556K	Buy	16,980 +684	+4%	+$21.8K	0.18%	74
2020 Q4	$505K	Sell	16,296 -543	-3%	-$16K	0.17%	67
2020 Q3	$469K	Sell	16,839 -11,862	-41%	-$325K	0.18%	64
2020 Q2	$730K	Buy	28,701 +3	+0%	+$72	0.32%	43
2020 Q1	$611K	Buy	+28,698	New	+$719K	0.32%	43

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

Horst & Graben Wealth Management's SPYX Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.05% in Q2 2026, selling an estimated $237 and leaving 7,271 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #135.

Horst & Graben Wealth Management first reported a position in SPYX in Q1 2020 and has held it in 26 quarters since. The position peaked at $730K in Q2 2020. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Horst & Graben Wealth Management held 7,271 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $444K as of Q2 2026.
Horst & Graben Wealth Management sold 4 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $237.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.06% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #135 holding.
Horst & Graben Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $730K in Q2 2020.
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 Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.