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

North Berkeley 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	$458K	Sell	7,498 -99	-1%	-$5.87K	0.19%	52
2026 Q1	$403K	Buy	7,597 +161	+2%	+$8.97K	0.21%	52
2025 Q4	$418K	Hold	7,436	–	–	0.25%	52
2025 Q3	$408K	Buy	7,436 +338	+5%	+$17.8K	0.32%	43
2025 Q2	$362K	Buy	7,098 +1,541	+28%	+$72.4K	0.33%	45
2025 Q1	$254K	Hold	5,557	–	–	0.26%	52
2024 Q4	$268K	Buy	+5,557	New	+$269K	0.27%	53

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 New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

North Berkeley Wealth Management's SPYX Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.3% in Q2 2026, selling an estimated $5.87K and leaving 7,498 shares worth $458K. The position accounts for 0.19% of the portfolio, ranked #52.

North Berkeley Wealth Management first reported a position in SPYX in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

North Berkeley Wealth Management held 7,498 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $458K as of Q2 2026.
North Berkeley Wealth Management sold 99 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $5.87K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.19% of North Berkeley Wealth Management's portfolio in Q2 2026, its #52 holding.
North Berkeley Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and has held it in 7 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 North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.