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

NerdWallet Wealth Partners’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 		– Sell
-4,099
Closed -$2.79M – 69
2025
Q4 		$2.79M Sell
4,099
-158
-4% -$8.8K 1.25% 12
2025
Q3 		$2.71M Buy
+4,257
New +$225K 1.33% 11

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

NerdWallet Wealth Partners's SPYX Position: Q1 2026 in Review

NerdWallet Wealth Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2026, closing a stake of 4,099 shares — an estimated $2.79M sold.

NerdWallet Wealth Partners first reported a position in SPYX in Q3 2025 and held it in 2 quarters. The position peaked at $2.79M in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • NerdWallet Wealth Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
  • NerdWallet Wealth Partners sold 4,099 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $2.79M.
  • NerdWallet Wealth Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and held it in 2 quarters.
  • NerdWallet Wealth Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.79M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.