Johnson Financial Group Inc (Wisconsin)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$55.9K	Buy	1,054 +103	+11%	+$5.74K	﹤0.01%	466
2025 Q4	$53.4K	Hold	951	–	–	﹤0.01%	492
2025 Q3	$52.2K	Sell	951 -1,875	-66%	-$98.9K	﹤0.01%	595
2025 Q2	$144K	Sell	2,826 -606	-18%	-$28.5K	0.01%	341
2025 Q1	$157K	Sell	3,432 -183	-5%	-$8.83K	0.01%	399
2024 Q4	$179K	Buy	3,615 +1,359	+60%	+$65.7K	0.01%	308
2024 Q3	$107K	Sell	2,256 -3,172	-58%	-$144K	﹤0.01%	439
2024 Q2	$242K	Sell	5,428 -541	-9%	-$23.2K	0.01%	294
2024 Q1	$255K	Sell	5,969 -495	-8%	-$20.2K	0.01%	275
2023 Q4	$251K	Buy	+6,464	New	+$235K	0.01%	270

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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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return