MWM
SPYX icon

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

Modera Wealth Management’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 		$2.89M Buy
47,368
+968
+2% +$57.4K 0.03% 236
2026
Q1 		$2.46M Sell
46,400
-473
-1% -$26.4K 0.03% 239
2025
Q4 		$2.63M Sell
46,873
-157
-0.3% -$8.74K 0.03% 239
2025
Q3 		$2.58M Sell
47,030
-1,702
-3% -$89.8K 0.03% 237
2025
Q2 		$2.48M Buy
48,732
+376
+0.8% +$17.7K 0.03% 239
2025
Q1 		$2.21M Hold
48,356
– – 0.03% 236
2024
Q4 		$2.33M Sell
48,356
-817
-2% -$39.5K 0.03% 235
2024
Q3 		$2.32M Sell
49,173
-1,406
-3% -$63.8K 0.03% 220
2024
Q2 		$2.26M Buy
50,579
+758
+2% +$32.4K 0.03% 211
2024
Q1 		$2.13M Buy
49,821
+432
+0.9% +$17.6K 0.03% 217
2023
Q4 		$1.92M Buy
49,389
+2,700
+6% +$98.1K 0.03% 227
2023
Q3 		$1.62M Buy
46,689
+5,837
+14% +$211K 0.03% 233
2023
Q2 		$1.48M Buy
40,852
+7,490
+22% +$256K 0.03% 251
2023
Q1 		$1.11M Sell
33,362
-205
-0.6% -$6.63K 0.04% 150
2022
Q4 		$1.04M Sell
33,567
-1,815
-5% -$56.4K 0.04% 150
2022
Q3 		$1.03M Hold
35,382
– – 0.05% 133
2022
Q2 		$1.09M Sell
35,382
-8,649
-20% -$288K 0.05% 136
2022
Q1 		$1.63M Sell
44,031
-7,725
-15% -$282K 0.07% 114
2021
Q4 		$2.03M Sell
51,756
-4,137
-7% -$157K 0.08% 118
2021
Q3 		$1.98M Buy
55,893
+402
+0.7% +$14.7K 0.1% 70
2021
Q2 		$1.96M Buy
55,491
+4,332
+8% +$149K 0.11% 68
2021
Q1 		$1.68M Buy
51,159
+7,284
+17% +$232K 0.11% 70
2020
Q4 		$1.36M Buy
43,875
+4,227
+11% +$124K 0.11% 76
2020
Q3 		$1.1M Buy
39,648
+25,374
+178% +$695K 0.16% 51
2020
Q2 		$363K Buy
+14,274
New +$344K 0.06% 104

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

Modera Wealth Management's SPYX Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.1% in Q2 2026, buying an estimated $57.4K and bringing the position to 47,368 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #236.

Modera Wealth Management first reported a position in SPYX in Q2 2020 and has held it in 25 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Modera Wealth Management held 47,368 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.89M as of Q2 2026.
  • Modera Wealth Management bought 968 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $57.4K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Modera Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and has held it in 25 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.