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

Tidemark’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 Q2	$166K	Buy	2,710 +1	+0%	+$59	0.04%	175
2026 Q1	$144K	Buy	2,709 +3	+0.1%	+$167	0.04%	165
2025 Q4	$152K	Sell	2,706 -90	-3%	-$5.01K	0.04%	142
2025 Q3	$153K	Buy	2,796 +3	+0.1%	+$158	0.04%	151
2025 Q2	$142K	Sell	2,793 -739	-21%	-$34.7K	0.05%	149
2025 Q1	$162K	Sell	3,532 -6	-0.2%	-$290	0.06%	131
2024 Q4	$170K	Sell	3,538 -169	-5%	-$8.17K	0.07%	123
2024 Q3	$175K	Sell	3,707 -133	-3%	-$6.03K	0.07%	118
2024 Q2	$171K	Sell	3,840 -3,477	-48%	-$149K	0.08%	115
2024 Q1	$313K	Sell	7,317 -15,392	-68%	-$627K	0.17%	91
2023 Q4	$881K	Buy	+22,709	New	+$825K	0.55%	36

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

GAM

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

Tidemark's SPYX Position: Q2 2026 in Review

Tidemark increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.04% in Q2 2026, buying an estimated $59 and bringing the position to 2,710 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #175.

Tidemark first reported a position in SPYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q4 2023. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Tidemark held 2,710 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $166K as of Q2 2026.
Tidemark bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q2 2026, an estimated $59.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #175 holding.
Tidemark first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $881K in Q4 2023.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.