Northwest Capital Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Northwest Capital 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
2025 Q2	–	Sell	-568	Closed	-$26K	–	435
2025 Q1	$26K	Hold	568	–	–	0.01%	233
2024 Q4	$27.3K	Sell	568 -6	-1%	-$290	0.01%	226
2024 Q3	$27.1K	Sell	574 -7	-1%	-$318	0.01%	234
2024 Q2	$25.9K	Sell	581 -7	-1%	-$300	0.01%	233
2024 Q1	$25.2K	Sell	588 -121	-17%	-$4.93K	0.01%	290
2023 Q4	$27.5K	Buy	+709	New	+$25.8K	0.01%	271

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

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

GAM

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Northwest Capital Management's SPYX Position: Q2 2025 in Review

Northwest Capital Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 568 shares — an estimated $26K sold.

Northwest Capital Management first reported a position in SPYX in Q4 2023 and held it in 6 quarters. The position peaked at $27.5K in Q4 2023. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

Northwest Capital Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 568 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $26K.
Northwest Capital Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and held it in 6 quarters.
Northwest Capital Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $27.5K in Q4 2023.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.