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

Northern Financial 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 Q2	$214K	Buy	+3,502	New	+$208K	0.14%	99
2025 Q4	–	Sell	-34,489	Closed	-$1.89M	–	114
2025 Q3	$1.89M	Buy	34,489 +28,597	+485%	+$1.51M	0.99%	28
2025 Q2	$300K	Buy	5,892 +15	+0.3%	+$705	0.23%	92
2025 Q1	$269K	Buy	5,877 +15	+0.3%	+$724	0.22%	92
2024 Q4	$282K	Buy	5,862 +16	+0.3%	+$774	0.23%	93
2024 Q3	$276K	Buy	5,846 +16	+0.3%	+$726	0.21%	94
2024 Q2	$260K	Buy	5,830 +42	+0.7%	+$1.8K	0.21%	98
2024 Q1	$248K	Buy	5,788 +87	+2%	+$3.55K	0.19%	107
2023 Q4	$221K	Buy	+5,701	New	+$207K	0.19%	112

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

Northern Financial Advisors's SPYX Position: Q2 2026 in Review

Northern Financial Advisors opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2026: 3,502 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in SPYX as recently as Q3 2025.

Northern Financial Advisors first reported a position in SPYX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.89M in Q3 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Northern Financial Advisors held 3,502 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $214K as of Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Northern Financial Advisors position in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.14% of Northern Financial Advisors's portfolio in Q2 2026, its #99 holding.
Northern Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 9 quarters since.
Northern Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.89M in Q3 2025.
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 Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.