Oak Harbor Wealth Partners’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Oak Harbor Wealth Partners’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 Q1	–	Sell	-999	Closed	-$56.2K	–	292
2025 Q4	$56.2K	Buy	+999	New	+$55.6K	0.01%	218

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Oak Harbor Wealth Partners's SPYX Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2026, closing a stake of 999 shares — an estimated $56.2K sold.

Oak Harbor Wealth Partners first reported a position in SPYX in Q4 2025 and held it in 1 quarter. The position peaked at $56.2K in Q4 2025. 251 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Oak Harbor Wealth Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 999 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $56.2K.
Oak Harbor Wealth Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2025 and held it in 1 quarter.
Oak Harbor Wealth Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $56.2K in Q4 2025.
251 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.