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

Trademark Financial Management’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	$413K	Hold	7,785	–	–	0.2%	72
2025 Q4	$437K	Hold	7,785	–	–	0.24%	66
2025 Q3	$427K	Hold	7,785	–	–	0.25%	62
2025 Q2	$396K	Hold	7,785	–	–	0.24%	63
2025 Q1	$356K	Buy	7,785 +108	+1%	+$5.21K	0.27%	67
2024 Q4	$370K	Buy	7,677 +397	+5%	+$19.2K	0.29%	65
2024 Q3	$344K	Hold	7,280	–	–	0.27%	66
2024 Q2	$325K	Buy	7,280 +2,412	+50%	+$103K	0.26%	70
2024 Q1	$208K	Buy	+4,868	New	+$198K	0.17%	76

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

Trademark Financial Management's SPYX Position: Q1 2026 in Review

Trademark Financial Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 7,785 shares worth $413K. The position accounts for 0.2% of the portfolio, ranked #72.

Trademark Financial Management first reported a position in SPYX in Q1 2024 and has held it in 9 quarters since. The position peaked at $437K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Trademark Financial Management held 7,785 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $413K as of Q1 2026.
Trademark Financial Management 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 0.2% of Trademark Financial Management's portfolio in Q1 2026, its #72 holding.
Trademark Financial Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2024 and has held it in 9 quarters since.
Trademark Financial Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $437K 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 Trademark Financial Management's 13F filing for Q1 2026, filed 27 Apr 2026.