N.E.W. Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

N.E.W. Advisory Services’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	$318K	Sell	5,207 -683	-12%	-$40.5K	0.02%	183
2026 Q1	$312K	Buy	5,890 +190	+3%	+$10.6K	0.02%	171
2025 Q4	$320K	Buy	5,700 +1	+0%	+$56	0.02%	166
2025 Q3	$313K	Sell	5,699 -195	-3%	-$10.3K	0.03%	153
2025 Q2	$300K	Buy	5,894 +16	+0.3%	+$752	0.03%	150
2025 Q1	$269K	Hold	5,878	–	–	0.02%	177
2024 Q4	$283K	Sell	5,878 -1,973	-25%	-$95.4K	0.03%	158
2024 Q3	$371K	Hold	7,851	–	–	0.04%	132
2024 Q2	$350K	Hold	7,851	–	–	0.04%	129
2024 Q1	$336K	Hold	7,851	–	–	0.04%	129
2023 Q4	$305K	Hold	7,851	–	–	0.04%	130
2023 Q3	$273K	Hold	7,851	–	–	0.04%	124
2023 Q2	$284K	Hold	7,851	–	–	0.04%	110
2023 Q1	$261K	Hold	7,851	–	–	0.04%	113
2022 Q4	$244K	Hold	7,851	–	–	0.04%	113
2022 Q3	$228K	Sell	7,851 -201	-2%	-$6.5K	0.04%	118
2022 Q2	$248K	Buy	8,052 +1,557	+24%	+$51.9K	0.04%	113
2022 Q1	$213K	Hold	6,495	–	–	0.04%	120
2021 Q4	$255K	Hold	6,495	–	–	0.04%	122
2021 Q3	$230K	Hold	6,495	–	–	0.04%	125
2021 Q2	$230K	Hold	6,495	–	–	0.04%	124
2021 Q1	$215K	Hold	6,495	–	–	0.04%	121
2020 Q4	$201K	Buy	+6,495	New	+$191K	0.04%	132

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

N.E.W. Advisory Services's SPYX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 12% in Q2 2026, selling an estimated $40.5K and leaving 5,207 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #183.

N.E.W. Advisory Services first reported a position in SPYX in Q4 2020 and has held it in 23 quarters since. The position peaked at $371K in Q3 2024. 179 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

N.E.W. Advisory Services held 5,207 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $318K as of Q2 2026.
N.E.W. Advisory Services sold 683 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $40.5K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #183 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $371K in Q3 2024.
179 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.