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

NewEdge 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 Q1	$456K	Sell	8,598 -39	-0.5%	-$2.17K	﹤0.01%	2066
2025 Q4	$485K	Buy	8,637 +3,875	+81%	+$216K	﹤0.01%	1987
2025 Q3	$261K	Buy	4,762 +135	+3%	+$7.12K	﹤0.01%	2259
2025 Q2	$236K	Sell	4,627 -131	-3%	-$6.15K	﹤0.01%	2137
2025 Q1	$218K	Sell	4,758 -225	-5%	-$10.9K	﹤0.01%	2058
2024 Q4	$240K	Sell	4,983 -590	-11%	-$28.5K	﹤0.01%	1994
2024 Q3	$263K	Sell	5,573 -98	-2%	-$4.45K	﹤0.01%	1878
2024 Q2	$253K	Sell	5,671 -5	-0.1%	-$214	﹤0.01%	1808
2024 Q1	$243K	Buy	5,676 +206	+4%	+$8.4K	﹤0.01%	1744
2023 Q4	$212K	Buy	5,470 +1,640	+43%	+$59.6K	﹤0.01%	1692
2023 Q3	$133K	Buy	3,830 +73	+2%	+$2.65K	﹤0.01%	1745
2023 Q2	$136K	Buy	3,757 +3	+0.1%	+$102	﹤0.01%	1756
2023 Q1	$125K	Sell	3,754 -2,660	-41%	-$86.1K	﹤0.01%	1680
2022 Q4	$88.4K	Buy	+6,414	New	+$199K	﹤0.01%	1486

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

NewEdge Advisors's SPYX Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.45% in Q1 2026, selling an estimated $2.17K and leaving 8,598 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

NewEdge Advisors first reported a position in SPYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $485K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

NewEdge Advisors held 8,598 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $456K as of Q1 2026.
NewEdge Advisors sold 39 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $2.17K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2066 holding.
NewEdge 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 14 quarters since.
NewEdge Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $485K 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.