WESCAP Management Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

WESCAP Management Group’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	$1.3M	Hold	21,222	–	–	0.24%	59
2026 Q1	$1.13M	Sell	21,222 -2,171	-9%	-$121K	0.22%	64
2025 Q4	$1.31M	Hold	23,393	–	–	0.27%	57
2025 Q3	$1.28M	Sell	23,393 -1,410	-6%	-$74.4K	0.27%	59
2025 Q2	$1.26M	Buy	24,803 +4,467	+22%	+$210K	0.29%	59
2025 Q1	$930K	Sell	20,336 -996	-5%	-$48.1K	0.23%	63
2024 Q4	$1.03M	Hold	21,332	–	–	0.25%	61
2024 Q3	$1.01M	Hold	21,332	–	–	0.25%	60
2024 Q2	$951K	Hold	21,332	–	–	0.27%	61
2024 Q1	$913K	Hold	21,332	–	–	0.26%	59
2023 Q4	$828K	Hold	21,332	–	–	0.27%	59
2023 Q3	$741K	Hold	21,332	–	–	0.26%	57
2023 Q2	$772K	Hold	21,332	–	–	0.27%	58
2023 Q1	$709K	Sell	21,332 -3,739	-15%	-$121K	0.25%	59
2022 Q4	$780K	Hold	25,071	–	–	0.27%	57
2022 Q3	$728K	Hold	25,071	–	–	0.28%	62
2022 Q2	$770K	Sell	25,071 -2,013	-7%	-$67.1K	0.26%	62
2022 Q1	$1M	Sell	27,084 -4,449	-14%	-$162K	0.28%	59
2021 Q4	$1.24M	Hold	31,533	–	–	0.34%	54
2021 Q3	$1.12M	Sell	31,533 -1,908	-6%	-$69.6K	0.32%	54
2021 Q2	$1.18M	Sell	33,441 -4,059	-11%	-$140K	0.34%	52
2021 Q1	$1.23M	Sell	37,500 -10,509	-22%	-$334K	0.34%	49
2020 Q4	$1.49M	Sell	48,009 -1,191	-2%	-$35K	0.45%	46
2020 Q3	$1.37M	Sell	49,200 -6,996	-12%	-$192K	0.46%	42
2020 Q2	$1.43M	Sell	56,196 -1,014	-2%	-$24.5K	0.5%	39
2020 Q1	$1.22M	Buy	+57,210	New	+$1.43M	0.51%	40

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

WESCAP Management Group's SPYX Position: Q2 2026 in Review

WESCAP Management Group held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 21,222 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #59.

WESCAP Management Group first reported a position in SPYX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.49M in Q4 2020. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

WESCAP Management Group held 21,222 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.3M as of Q2 2026.
WESCAP Management Group 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 0.24% of WESCAP Management Group's portfolio in Q2 2026, its #59 holding.
WESCAP Management Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 26 quarters since.
WESCAP Management Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.49M in Q4 2020.
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 WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.