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

Waverly Advisors’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 		$248K Hold
4,674
– – ﹤0.01% 1403
2025
Q4 		$263K Buy
4,674
+300
+7% +$16.7K ﹤0.01% 1271
2025
Q3 		$240K Buy
4,374
+63
+1% +$3.32K ﹤0.01% 1132
2025
Q2 		$220K Buy
+4,311
New +$203K ﹤0.01% 1087

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Waverly Advisors's SPYX Position: Q1 2026 in Review

Waverly Advisors held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 4,674 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Waverly Advisors first reported a position in SPYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $263K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Waverly Advisors held 4,674 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $248K as of Q1 2026.
  • Waverly Advisors 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 ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1403 holding.
  • Waverly Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $263K 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.