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

Wealthcare Advisory Partners’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	-5,465	Closed	-$300K	–	1108
2025 Q3	$300K	Hold	5,465	–	–	0.01%	855
2025 Q2	$278K	Sell	5,465 -461	-8%	-$21.7K	0.01%	815
2025 Q1	$271K	Buy	5,926 +1	+0%	+$48	0.01%	774
2024 Q4	$285K	Sell	5,925 -420	-7%	-$20.3K	0.01%	729
2024 Q3	$300K	Sell	6,345 -9	-0.1%	-$408	0.01%	722
2024 Q2	$283K	Hold	6,354	–	–	0.01%	695
2024 Q1	$272K	Sell	6,354 -4,718	-43%	-$192K	0.01%	699
2023 Q4	$430K	Sell	11,072 -537	-5%	-$19.5K	0.02%	513
2023 Q3	$403K	Sell	11,609 -777	-6%	-$28.2K	0.02%	480
2023 Q2	$448K	Sell	12,386 -820	-6%	-$28K	0.02%	469
2023 Q1	$439K	Buy	13,206 +5,658	+75%	+$183K	0.02%	494
2022 Q4	$235K	Buy	+7,548	New	+$235K	0.01%	605

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $173B AUM 20.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Wealthcare Advisory Partners's SPYX Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2025, closing a stake of 5,465 shares — an estimated $300K sold.

Wealthcare Advisory Partners first reported a position in SPYX in Q4 2022 and held it in 12 quarters. The position peaked at $448K in Q2 2023. 247 funds tracked by Wall St. Rank hold SPYX as of Q4 2025.

Wealthcare Advisory Partners 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.
Wealthcare Advisory Partners sold 5,465 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $300K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 12 quarters.
Wealthcare Advisory Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $448K in Q2 2023.
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 Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.