Pinnacle Wealth Planning Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Pinnacle Wealth Planning Services’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	$7.79K	Hold	147	–	–	﹤0.01%	2105
2025 Q4	$8.26K	Buy	+147	New	+$8.19K	﹤0.01%	2086

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

Pinnacle Wealth Planning Services's SPYX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 147 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Pinnacle Wealth Planning Services first reported a position in SPYX in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.26K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Pinnacle Wealth Planning Services held 147 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $7.79K as of Q1 2026.
Pinnacle Wealth Planning Services left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2105 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $8.26K in Q4 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.