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 Q2	$286K	Hold	4,674	–	–	﹤0.01%	1439
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 $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

Waverly Advisors's SPYX Position: Q2 2026 in Review

Waverly Advisors held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 4,674 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Waverly Advisors first reported a position in SPYX in Q2 2025 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Waverly Advisors held 4,674 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $286K as of Q2 2026.
Waverly Advisors left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1439 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 5 quarters since.
270 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.