Marino Stram & Associates’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Marino Stram & Associates’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	$1.73M	Sell	32,575 -5,759	-15%	-$321K	0.31%	57
2025 Q4	$2.15M	Sell	38,334 -4,155	-10%	-$231K	0.39%	43
2025 Q3	$2.33M	Buy	42,489 +154	+0.4%	+$8.12K	0.42%	41
2025 Q2	$2.16M	Buy	42,335 +6,237	+17%	+$293K	0.44%	39
2025 Q1	$1.65M	Buy	36,098 +2,968	+9%	+$143K	0.37%	47
2024 Q4	$1.6M	Sell	33,130 -61	-0.2%	-$2.95K	0.35%	46
2024 Q3	$1.57M	Sell	33,191 -741	-2%	-$33.6K	0.35%	46
2024 Q2	$1.51M	Sell	33,932 -792	-2%	-$33.9K	0.37%	44
2024 Q1	$1.49M	Sell	34,724 -747	-2%	-$30.4K	0.35%	45
2023 Q4	$1.38M	Buy	35,471 +1,863	+6%	+$67.7K	0.36%	45
2023 Q3	$1.17M	Buy	33,608 +687	+2%	+$24.9K	0.34%	48
2023 Q2	$1.19M	Buy	32,921 +14	+0%	+$478	0.34%	48
2023 Q1	$1.09M	Sell	32,907 -2,268	-6%	-$73.4K	0.33%	50
2022 Q4	$1.09M	Buy	35,175 +2,475	+8%	+$76.9K	0.34%	48
2022 Q3	$950K	Buy	32,700 +24	+0.1%	+$776	0.34%	49
2022 Q2	$1M	Buy	32,676 +5,703	+21%	+$190K	0.35%	45
2022 Q1	$998K	Buy	26,973 +2,151	+9%	+$78.5K	0.31%	53
2021 Q4	$974K	Sell	24,822 -156	-0.6%	-$5.91K	0.3%	55
2021 Q3	$884K	Buy	+24,978	New	+$911K	0.31%	54
2021 Q2	–	Sell	-32,625	Closed	-$1.07M	–	298
2021 Q1	$1.07M	Sell	32,625 -10,509	-24%	-$334K	0.42%	43
2020 Q4	$1.34M	Buy	43,134 +2,793	+7%	+$82.1K	0.59%	32
2020 Q3	$1.12M	Buy	40,341 +132	+0.3%	+$3.62K	0.6%	34
2020 Q2	$1.03M	Buy	40,209 +7,149	+22%	+$172K	0.61%	34
2020 Q1	$704K	Buy	33,060 +10,467	+46%	+$262K	0.54%	38
2019 Q4	$594K	Buy	22,593 +9,555	+73%	+$240K	0.39%	47
2019 Q3	$316K	Buy	+13,038	New	+$314K	0.22%	63

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

Marino Stram & Associates's SPYX Position: Q1 2026 in Review

Marino Stram & Associates reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 15% in Q1 2026, selling an estimated $321K and leaving 32,575 shares worth $1.73M. The position accounts for 0.31% of the portfolio, ranked #57.

Marino Stram & Associates first reported a position in SPYX in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q3 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Marino Stram & Associates held 32,575 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.73M as of Q1 2026.
Marino Stram & Associates sold 5,759 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $321K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.31% of Marino Stram & Associates's portfolio in Q1 2026, its #57 holding.
Marino Stram & Associates first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2019 and has held it in 26 quarters since.
Marino Stram & Associates's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.33M in Q3 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 Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.