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IWM
IHT Wealth Management’s
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
Stock Holding History
IHT 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
$295K
Buy
5,554
+244
+5%
+$13.6K
0.01%
1012
2025
Q4
$299K
Sell
5,310
-24
-0.4%
-$1.34K
0.01%
960
2025
Q3
$294K
Sell
5,334
-224
-4%
-$11.8K
0.01%
943
2025
Q2
$283K
Sell
5,558
-478
-8%
-$22.5K
0.01%
914
2025
Q1
$277K
Buy
6,036
+272
+5%
+$13.1K
0.01%
893
2024
Q4
$278K
Sell
5,764
-374
-6%
-$18.1K
0.01%
880
2024
Q3
$292K
Buy
6,138
+405
+7%
+$18.4K
0.01%
921
2024
Q2
$255K
Sell
5,733
-314
-5%
-$13.4K
0.01%
856
2024
Q1
$259K
Buy
6,047
+892
+17%
+$36.4K
0.01%
850
2023
Q4
$200K
Sell
5,155
-5,091
-50%
-$185K
0.01%
910
2023
Q3
$356K
Buy
10,246
+1,334
+15%
+$48.3K
0.02%
663
2023
Q2
$322K
Buy
8,912
+1,171
+15%
+$40K
0.02%
694
2023
Q1
$257K
Buy
7,741
+268
+4%
+$8.67K
0.01%
754
2022
Q4
$77.5K
Buy
+7,473
New
+$232K
﹤0.01%
873
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
$376B AUM
19.32%
1-Year Est. Return
GAM
Gemmer Asset Management
Walnut Creek, California
$1.27B AUM
21.99%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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