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

North Star Investment 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	$2.11K	Hold	35	–	–	﹤0.01%	1414
2026 Q1	$1.83K	Buy	35 +1	+3%	+$56	﹤0.01%	1423
2025 Q4	$1.93K	Hold	34	–	–	﹤0.01%	1334
2025 Q3	$1.88K	Hold	34	–	–	﹤0.01%	1127
2025 Q2	$1.75K	Hold	34	–	–	﹤0.01%	1100
2025 Q1	$1.56K	Hold	34	–	–	﹤0.01%	1101
2024 Q4	$1.64K	Hold	34	–	–	﹤0.01%	1131
2024 Q3	$1.61K	Hold	34	–	–	﹤0.01%	1094
2024 Q2	$1.51K	Hold	34	–	–	﹤0.01%	1060
2024 Q1	$1.45K	Hold	34	–	–	﹤0.01%	1124
2023 Q4	$1.31K	Hold	34	–	–	﹤0.01%	1090
2023 Q3	$1.17K	Buy	34 +1	+3%	+$36	﹤0.01%	1119
2023 Q2	$1.21K	Hold	33	–	–	﹤0.01%	1131
2023 Q1	$1.11K	Hold	33	–	–	﹤0.01%	1152
2022 Q4	$1.05K	Hold	33	–	–	﹤0.01%	1155
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	1104
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	1107
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	1123
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	1152
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1099
2021 Q2	$1K	Buy	33 +9	+38%	+$310	﹤0.01%	1072
2021 Q1	$1K	Buy	+24	New	+$763	﹤0.01%	1031

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 Star Investment Management's SPYX Position: Q2 2026 in Review

North Star Investment Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 35 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

North Star Investment Management first reported a position in SPYX in Q1 2021 and has held it in 22 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

North Star Investment Management held 35 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.11K as of Q2 2026.
North Star Investment Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1414 holding.
North Star Investment Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and has held it in 22 quarters since.
270 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 Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.