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

WBH Advisory’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
2025 Q4	–	Sell	-5,454	Closed	-$299K	–	352
2025 Q3	$299K	Hold	5,454	–	–	0.02%	290
2025 Q2	$278K	Hold	5,454	–	–	0.02%	294
2025 Q1	$250K	Hold	5,454	–	–	0.02%	294
2024 Q4	$263K	Hold	5,454	–	–	0.02%	281
2024 Q3	$258K	Hold	5,454	–	–	0.02%	281
2024 Q2	$243K	Hold	5,454	–	–	0.02%	279
2024 Q1	$233K	Hold	5,454	–	–	0.02%	287
2023 Q4	$212K	Buy	+5,454	New	+$198K	0.02%	295

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 $52.8B AUM 15.34% 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.06B AUM 24.94% 1-Year Est. Return

WBH Advisory's SPYX Position: Q4 2025 in Review

WBH Advisory sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2025, closing a stake of 5,454 shares — an estimated $299K sold.

WBH Advisory first reported a position in SPYX in Q4 2023 and held it in 8 quarters. The position peaked at $299K in Q3 2025. 247 funds tracked by Wall St. Rank hold SPYX as of Q4 2025.

WBH Advisory reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
WBH Advisory sold 5,454 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $299K.
WBH Advisory first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and held it in 8 quarters.
WBH Advisory's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $299K in Q3 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on WBH Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.