Koesten Hirschmann & Crabtree’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Koesten Hirschmann & Crabtree’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 Q2	–	Sell	-4,610	Closed	-$211K	–	355
2025 Q1	$211K	Hold	4,610	–	–	0.12%	31
2024 Q4	$222K	Sell	4,610 -250	-5%	-$12.1K	0.13%	32
2024 Q3	$230K	Hold	4,860	–	–	0.13%	31
2024 Q2	$208K	Hold	4,860	–	–	0.13%	34
2024 Q1	$208K	Hold	4,860	–	–	0.13%	34
2023 Q4	$189K	Hold	4,860	–	–	0.13%	29
2023 Q3	$169K	Hold	4,860	–	–	0.13%	26
2023 Q2	$176K	Hold	4,860	–	–	0.13%	27
2023 Q1	$162K	Hold	4,860	–	–	0.12%	30
2022 Q4	$151K	Buy	+4,860	New	+$151K	0.12%	30

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPYX Position: Q2 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 4,610 shares — an estimated $211K sold.

Koesten Hirschmann & Crabtree first reported a position in SPYX in Q4 2022 and held it in 10 quarters. The position peaked at $230K in Q3 2024. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

Koesten Hirschmann & Crabtree reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 4,610 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $211K.
Koesten Hirschmann & Crabtree first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 10 quarters.
Koesten Hirschmann & Crabtree's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $230K in Q3 2024.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2025, filed 15 Aug 2025.