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

Trevian Wealth 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	$832K	Hold	15,686	–	–	0.41%	25
2025 Q4	$881K	Hold	15,686	–	–	0.42%	28
2025 Q3	$860K	Buy	15,686 +97	+0.6%	+$5.12K	0.46%	22
2025 Q2	$794K	Hold	15,589	–	–	0.48%	18
2025 Q1	$713K	Buy	15,589 +81	+0.5%	+$3.91K	0.51%	16
2024 Q4	$747K	Buy	15,508 +23	+0.1%	+$1.11K	0.55%	17
2024 Q3	$732K	Hold	15,485	–	–	0.6%	17
2024 Q2	$691K	Buy	15,485 +1,270	+9%	+$54.4K	3.44%	8
2024 Q1	$608K	Buy	+14,215	New	+$579K	0.41%	19

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

Trevian Wealth Management's SPYX Position: Q1 2026 in Review

Trevian Wealth Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 15,686 shares worth $832K. The position accounts for 0.41% of the portfolio, ranked #25.

Trevian Wealth Management first reported a position in SPYX in Q1 2024 and has held it in 9 quarters since. The position peaked at $881K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Trevian Wealth Management held 15,686 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $832K as of Q1 2026.
Trevian Wealth 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 0.41% of Trevian Wealth Management's portfolio in Q1 2026, its #25 holding.
Trevian Wealth 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.
Trevian Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $881K 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 Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.