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Milestone Investment Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Milestone Investment Advisors’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
Q2 		$3.75M Sell
61,352
-117
-0.2% -$6.94K 0.81% 33
2026
Q1 		$3.26M Buy
61,469
+655
+1% +$36.5K 0.79% 37
2025
Q4 		$3.42M Sell
60,814
-3,159
-5% -$176K 0.83% 35
2025
Q3 		$3.51M Sell
63,973
-75
-0.1% -$3.96K 0.87% 35
2025
Q2 		$3.26M Sell
64,048
-4,317
-6% -$203K 0.85% 38
2025
Q1 		$3.13M Sell
68,365
-1,678
-2% -$81K 0.87% 37
2024
Q4 		$3.37M Sell
70,043
-452
-0.6% -$21.9K 0.92% 31
2024
Q3 		$3.33M Buy
70,495
+142
+0.2% +$6.44K 0.93% 33
2024
Q2 		$3.14M Sell
70,353
-4,320
-6% -$185K 0.83% 35
2024
Q1 		$3.2M Sell
74,673
-193
-0.3% -$7.87K 0.86% 29
2023
Q4 		$2.91M Buy
74,866
+2,202
+3% +$80K 0.84% 29
2023
Q3 		$2.52M Sell
72,664
-3,540
-5% -$128K 0.72% 31
2023
Q2 		$2.76M Buy
76,204
+1,328
+2% +$45.4K 0.85% 30
2023
Q1 		$2.49M Sell
74,876
-1,108
-1% -$35.9K 0.77% 31
2022
Q4 		$2.36M Buy
+75,984
New +$2.36M 0.83% 29

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Milestone Investment Advisors's SPYX Position: Q2 2026 in Review

Milestone Investment Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.19% in Q2 2026, selling an estimated $6.94K and leaving 61,352 shares worth $3.75M. The position accounts for 0.81% of the portfolio, ranked #33.

Milestone Investment Advisors first reported a position in SPYX in Q4 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Milestone Investment Advisors held 61,352 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $3.75M as of Q2 2026.
  • Milestone Investment Advisors sold 117 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $6.94K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.81% of Milestone Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Milestone Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.