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

Walled Lake Planning & 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 Q2	$450K	Buy	7,369 +16	+0.2%	+$949	0.11%	84
2026 Q1	$390K	Buy	7,353 +18	+0.2%	+$1K	0.11%	92
2025 Q4	$412K	Buy	7,335 +17	+0.2%	+$947	0.13%	86
2025 Q3	$401K	Buy	7,318 +10	+0.1%	+$527	0.13%	87
2025 Q2	$372K	Buy	7,308 +19	+0.3%	+$892	0.12%	91
2025 Q1	$333K	Buy	7,289 +19	+0.3%	+$917	0.12%	92
2024 Q4	$350K	Buy	7,270 +20	+0.3%	+$967	0.13%	89
2024 Q3	$343K	Buy	7,250 +19	+0.3%	+$862	0.13%	91
2024 Q2	$323K	Buy	7,231 +20	+0.3%	+$856	0.13%	87
2024 Q1	$309K	Buy	7,211 +20	+0.3%	+$815	0.13%	84
2023 Q4	$279K	Buy	7,191 +23	+0.3%	+$836	0.13%	82
2023 Q3	$249K	Buy	7,168 +112	+2%	+$4.06K	0.12%	79
2023 Q2	$255K	Buy	7,056 +112	+2%	+$3.83K	0.12%	76
2023 Q1	$231K	Buy	+6,944	New	+$225K	0.12%	76
2021 Q4	–	Sell	-2,397	Closed	-$85K	–	283
2021 Q3	$85K	Buy	+2,397	New	+$87.4K	0.05%	127

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

Walled Lake Planning & Wealth Management's SPYX Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.22% in Q2 2026, buying an estimated $949 and bringing the position to 7,369 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #84.

Walled Lake Planning & Wealth Management first reported a position in SPYX in Q3 2021 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Walled Lake Planning & Wealth Management held 7,369 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $450K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 16 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $949.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #84 holding.
Walled Lake Planning & Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and has held it in 15 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 Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.