Oxler Private Wealth
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Oxler Private Wealth’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Oxler Private Wealth’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
Q3 		$2.58M Buy
41,234
+53
+0.1% +$3.3K 0.69% 27
2026
Q2 		$2.52M Buy
41,181
+4,934
+14% +$293K 0.72% 26
2026
Q1 		$1.92M Buy
36,247
+67
+0.2% +$3.74K 0.6% 29
2025
Q4 		$2.03M Buy
36,180
+64
+0.2% +$3.56K 0.59% 28
2025
Q3 		$1.98M Sell
36,116
-865
-2% -$45.6K 0.58% 29
2025
Q2 		$1.88M Buy
36,981
+72
+0.2% +$3.38K 0.59% 30
2025
Q1 		$1.69M Sell
36,909
-1,254
-3% -$60.5K 0.59% 31
2024
Q4 		$1.84M Buy
38,163
+73
+0.2% +$3.53K 0.6% 31
2024
Q3 		$1.8M Sell
38,090
-1,565
-4% -$71K 0.63% 32
2024
Q2 		$1.77M Buy
39,655
+89
+0.2% +$3.81K 0.65% 31
2024
Q1 		$1.69M Buy
39,566
+85
+0.2% +$3.46K 0.66% 33
2023
Q4 		$1.53M Buy
39,481
+105
+0.3% +$3.82K 1.27% 17
2023
Q3 		$1.37M Sell
39,376
-4,974
-11% -$180K 0.69% 39
2023
Q2 		$1.6M Buy
44,350
+121
+0.3% +$4.13K 0.76% 36
2023
Q1 		$1.47M Sell
44,229
-243
-0.5% -$7.86K 0.73% 41
2022
Q4 		$1.38M Buy
44,472
+5,928
+15% +$184K 0.74% 40
2022
Q3 		$1.12M Buy
38,544
+912
+2% +$29.5K 0.63% 43
2022
Q2 		$1.16M Buy
37,632
+10,476
+39% +$349K 0.56% 46
2022
Q1 		$1M Buy
27,156
+72
+0.3% +$2.63K 0.45% 59
2021
Q4 		$1.06M Buy
27,084
+81
+0.3% +$3.07K 0.44% 60
2021
Q3 		$956K Hold
27,003
– – 0.42% 66
2021
Q2 		$955K Hold
27,003
– – 0.42% 67
2021
Q1 		$883K Buy
27,003
+6,720
+33% +$214K 0.45% 61
2020
Q4 		$590K Buy
+20,283
New +$596K 0.33% 69

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $499M AUM 15.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Xponance
Xponance Philadelphia, Pennsylvania $17.2B AUM 36.34% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Oxler Private Wealth's SPYX Position: Q3 2026 in Review

Oxler Private Wealth increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.13% in Q3 2026, buying an estimated $3.3K and bringing the position to 41,234 shares worth $2.58M. The position accounts for 0.69% of the portfolio, ranked #27.

Oxler Private Wealth first reported a position in SPYX in Q4 2020 and has held it in 24 quarters since. 141 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

  • Oxler Private Wealth held 41,234 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.58M as of Q3 2026.
  • Oxler Private Wealth bought 53 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $3.3K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.69% of Oxler Private Wealth's portfolio in Q3 2026, its #27 holding.
  • Oxler Private Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 24 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.