J.W. Burns & Co’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

J.W. Burns & Co’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	$657K	Buy	10,750 +150	+1%	+$8.9K	0.07%	124
2026 Q1	$562K	Hold	10,600	–	–	0.06%	127
2025 Q4	$596K	Hold	10,600	–	–	0.07%	125
2025 Q3	$581K	Buy	10,600 +100	+1%	+$5.27K	0.07%	127
2025 Q2	$535K	Buy	10,500 +400	+4%	+$18.8K	0.06%	130
2025 Q1	$462K	Buy	10,100 +175	+2%	+$8.44K	0.06%	139
2024 Q4	$478K	Buy	9,925 +600	+6%	+$29K	0.06%	137
2024 Q3	$441K	Buy	9,325 +825	+10%	+$37.4K	0.06%	142
2024 Q2	$379K	Hold	8,500	–	–	0.05%	148
2024 Q1	$364K	Buy	8,500 +100	+1%	+$4.08K	0.05%	148
2023 Q4	$326K	Sell	8,400 -250	-3%	-$9.09K	0.05%	154
2023 Q3	$300K	Buy	8,650 +1,775	+26%	+$64.3K	0.05%	155
2023 Q2	$249K	Buy	+6,875	New	+$235K	0.04%	158

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

J.W. Burns & Co's SPYX Position: Q2 2026 in Review

J.W. Burns & Co increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.4% in Q2 2026, buying an estimated $8.9K and bringing the position to 10,750 shares worth $657K. The position accounts for 0.07% of the portfolio, ranked #124.

J.W. Burns & Co first reported a position in SPYX in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

J.W. Burns & Co held 10,750 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $657K as of Q2 2026.
J.W. Burns & Co bought 150 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $8.9K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of J.W. Burns & Co's portfolio in Q2 2026, its #124 holding.
J.W. Burns & Co first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2023 and has held it in 13 quarters since.
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 J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.