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

JFG 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
2025
Q3 		$781K Hold
14,234
– – 0.15% 34
2025
Q2 		$725K Sell
14,234
-44,003
-76% -$2.07M 0.15% 31
2025
Q1 		$2.66M Sell
58,237
-679
-1% -$32.8K 0.61% 15
2024
Q4 		$2.84M Sell
58,916
-959
-2% -$46.4K 0.65% 13
2024
Q3 		$2.83M Hold
59,875
– – 0.78% 14
2024
Q2 		$2.67M Sell
59,875
-3,937
-6% -$169K 0.76% 15
2024
Q1 		$2.73M Sell
63,812
-2,760
-4% -$113K 0.73% 14
2023
Q4 		$2.58M Sell
66,572
-1,021
-2% -$37.1K 0.74% 14
2023
Q3 		$2.35M Sell
67,593
-1,001
-1% -$36.3K 0.77% 11
2023
Q2 		$2.48M Sell
68,594
-1,231
-2% -$42K 0.76% 11
2023
Q1 		$2.32M Sell
69,825
-4,020
-5% -$130K 0.79% 10
2022
Q4 		$2.3M Buy
73,845
+4,488
+6% +$139K 0.75% 10
2022
Q3 		$2.01M Hold
69,357
– – 0.68% 20
2022
Q2 		$2.13M Sell
69,357
-2,823
-4% -$94.2K 0.78% 11
2022
Q1 		$2.67M Buy
72,180
+4,479
+7% +$164K 0.8% 10
2021
Q4 		$2.66M Buy
67,701
+2,424
+4% +$91.8K 1% 10
2021
Q3 		$2.31M Sell
65,277
-183
-0.3% -$6.67K 1.1% 9
2021
Q2 		$2.32M Buy
65,460
+22,611
+53% +$779K 1.02% 9
2021
Q1 		$1.4M Buy
42,849
+12,822
+43% +$408K 0.78% 10
2020
Q4 		$930K Hold
30,027
– – 0.5% 15
2020
Q3 		$836K Sell
30,027
-5,937
-17% -$163K 0.59% 18
2020
Q2 		$915K Buy
+35,964
New +$867K 0.88% 10

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFG Wealth Management's SPYX Position: Q3 2025 in Review

JFG Wealth Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q3 2025 at 14,234 shares worth $781K. The position accounts for 0.15% of the portfolio, ranked #34.

JFG Wealth Management first reported a position in SPYX in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.84M in Q4 2024. 237 funds tracked by Wall St. Rank hold SPYX as of Q3 2025.

  • JFG Wealth Management held 14,234 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $781K as of Q3 2025.
  • JFG Wealth Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q3 2025.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.15% of JFG Wealth Management's portfolio in Q3 2025, its #34 holding.
  • JFG Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and has held it in 22 quarters since.
  • JFG Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.84M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.