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South Shore Capital Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

South Shore Capital 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
2026
Q1 		$261K Sell
4,918
-152
-3% -$8.47K 0.19% 120
2025
Q4 		$285K Buy
+5,070
New +$282K 0.21% 107
2022
Q2 		– Sell
-6,198
Closed -$229K – 102
2022
Q1 		$229K Buy
6,198
+258
+4% +$9.42K 0.37% 95
2021
Q4 		$233K Sell
5,940
-84
-1% -$3.18K 0.38% 86
2021
Q3 		$213K Buy
6,024
+15
+0.2% +$547 0.39% 89
2021
Q2 		$213K Buy
+6,009
New +$207K 0.38% 91
2021
Q1 		– Sell
-7,098
Closed -$220K – 138
2020
Q4 		$220K Buy
+7,098
New +$209K 0.22% 111

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return