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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
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 $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

Horst & Graben Wealth Management's SPYX Position: Q1 2026 in Review

Horst & Graben Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 3.1% in Q1 2026, selling an estimated $12.9K and leaving 7,275 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #127.

Horst & Graben Wealth Management first reported a position in SPYX in Q1 2020 and has held it in 25 quarters since. The position peaked at $730K in Q2 2020. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Horst & Graben Wealth Management held 7,275 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $426K as of Q1 2026.
  • Horst & Graben Wealth Management sold 231 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $12.9K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.06% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #127 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 25 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.
  • 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 Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.