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

Values Added Financial’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	$732K	Buy	11,979 +442	+4%	+$26.2K	0.26%	65
2026 Q1	$612K	Hold	11,537	–	–	0.26%	63
2025 Q4	$648K	Hold	11,537	–	–	0.27%	63
2025 Q3	$633K	Hold	11,537	–	–	0.28%	65
2025 Q2	$588K	Sell	11,537 -1,840	-14%	-$86.4K	0.28%	66
2025 Q1	$612K	Buy	13,377 +2,499	+23%	+$121K	0.34%	58
2024 Q4	$524K	Hold	10,878	–	–	0.3%	61
2024 Q3	$514K	Hold	10,878	–	–	0.32%	56
2024 Q2	$485K	Hold	10,878	–	–	0.35%	55
2024 Q1	$466K	Hold	10,878	–	–	0.36%	52
2023 Q4	$422K	Hold	10,878	–	–	0.35%	52
2023 Q3	$378K	Hold	10,878	–	–	0.34%	56
2023 Q2	$393K	Buy	+10,878	New	+$372K	0.37%	55

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

Values Added Financial's SPYX Position: Q2 2026 in Review

Values Added Financial increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 3.8% in Q2 2026, buying an estimated $26.2K and bringing the position to 11,979 shares worth $732K. The position accounts for 0.26% of the portfolio, ranked #65.

Values Added Financial first reported a position in SPYX in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Values Added Financial held 11,979 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $732K as of Q2 2026.
Values Added Financial bought 442 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $26.2K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.26% of Values Added Financial's portfolio in Q2 2026, its #65 holding.
Values Added Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2023 and has held it in 13 quarters since.
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 Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.