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
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 $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

Northern Financial Advisors's SPYX Position: Q4 2025 in Review

Northern Financial Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2025, closing a stake of 34,489 shares — an estimated $1.89M sold.

Northern Financial Advisors first reported a position in SPYX in Q4 2023 and held it in 8 quarters. The position peaked at $1.89M in Q3 2025. 247 funds tracked by Wall St. Rank hold SPYX as of Q4 2025.

Northern Financial Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
Northern Financial Advisors sold 34,489 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $1.89M.
Northern Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and held it in 8 quarters.
Northern Financial Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.89M in Q3 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Northern Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.