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NBC Securities’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

NBC Securities’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 		$15.9K Sell
300
-660
-69% -$36.8K ﹤0.01% 1783
2025
Q4 		$53.9K Hold
960
– – ﹤0.01% 1322
2025
Q3 		$52.7K Hold
960
– – ﹤0.01% 1313
2025
Q2 		$48K Hold
960
– – ﹤0.01% 1349
2025
Q1 		$43K Buy
+960
New +$46.3K ﹤0.01% 1215
2024
Q4 		– Sell
-960
Closed -$45K – 1967
2024
Q3 		$45K Hold
960
– – ﹤0.01% 1213
2024
Q2 		$42K Hold
960
– – ﹤0.01% 1194
2024
Q1 		$41K Hold
960
– – ﹤0.01% 1201
2023
Q4 		$37K Hold
960
– – ﹤0.01% 1224
2023
Q3 		$33K Buy
+960
New +$34.8K ﹤0.01% 1265

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return