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

MASECO Private Wealth’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 Q3	$1.95M	Sell	31,222 -2,928	-9%	-$182K	0.05%	54
2026 Q2	$2.09M	Hold	34,150	–	–	0.06%	48
2026 Q1	$1.81M	Hold	34,150	–	–	0.06%	49
2025 Q4	$1.92M	Sell	34,150 -267	-0.8%	-$14.9K	0.08%	41
2025 Q3	$1.89M	Sell	34,417 -2,255	-6%	-$119K	0.09%	31
2025 Q2	$1.86M	Buy	+36,672	New	+$1.72M	0.07%	47

Other funds holding SPYX

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

MASECO Private Wealth's SPYX Position: Q3 2026 in Review

MASECO Private Wealth reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 8.6% in Q3 2026, selling an estimated $182K and leaving 31,222 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #54.

MASECO Private Wealth first reported a position in SPYX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.09M in Q2 2026. 70 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

MASECO Private Wealth held 31,222 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.95M as of Q3 2026.
MASECO Private Wealth sold 2,928 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $182K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of MASECO Private Wealth's portfolio in Q3 2026, its #54 holding.
MASECO Private Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 6 quarters since.
MASECO Private Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.09M in Q2 2026.
70 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.