Larson Financial Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Larson Financial Group’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	$36.2K	Buy	683 +2	+0.3%	+$111	﹤0.01%	1533
2025 Q4	$38.3K	Buy	681 +1	+0.1%	+$56	﹤0.01%	1379
2025 Q3	$37.3K	Buy	680 +2	+0.3%	+$105	﹤0.01%	1295
2025 Q2	$34.5K	Buy	678 +1	+0.1%	+$47	﹤0.01%	1227
2025 Q1	$31K	Buy	677 +2	+0.3%	+$97	﹤0.01%	1204
2024 Q4	$32.5K	Buy	675 +2	+0.3%	+$97	﹤0.01%	1042
2024 Q3	$31.8K	Buy	673 +2	+0.3%	+$91	﹤0.01%	1047
2024 Q2	$29.9K	Buy	+671	New	+$28.7K	﹤0.01%	943

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

Larson Financial Group's SPYX Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.29% in Q1 2026, buying an estimated $111 and bringing the position to 683 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Larson Financial Group first reported a position in SPYX in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.3K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Larson Financial Group held 683 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $36.2K as of Q1 2026.
Larson Financial Group bought 2 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $111.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1533 holding.
Larson Financial Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $38.3K in Q4 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.