WCF
SPYX icon

West Coast Financial’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

West Coast Financial’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
Q2 		– Sell
-16,151
Closed -$739K – 132
2025
Q1 		$739K Hold
16,151
– – 0.08% 84
2024
Q4 		$778K Buy
16,151
+8,704
+117% +$421K 0.09% 84
2024
Q3 		$352K Hold
7,447
– – 0.04% 131
2024
Q2 		$332K Sell
7,447
-5,326
-42% -$228K 0.04% 126
2024
Q1 		$547K Sell
12,773
-922
-7% -$37.6K 0.07% 92
2023
Q4 		$532K Buy
13,695
+1,843
+16% +$67K 0.07% 92
2023
Q3 		$412K Sell
11,852
-2,010
-15% -$72.8K 0.06% 98
2023
Q2 		$501K Sell
13,862
-3,610
-21% -$123K 0.07% 94
2023
Q1 		$581K Hold
17,472
– – 0.09% 86
2022
Q4 		$544K Hold
17,472
– – 0.09% 82
2022
Q3 		$508K Hold
17,472
– – 0.09% 82
2022
Q2 		$537K Buy
17,472
+69
+0.4% +$2.3K 0.1% 79
2022
Q1 		$644K Hold
17,403
– – 0.1% 77
2021
Q4 		$683K Sell
17,403
-750
-4% -$28.4K 0.1% 78
2021
Q3 		$643K Hold
18,153
– – 0.1% 81
2021
Q2 		$642K Hold
18,153
– – 0.1% 81
2021
Q1 		$594K Sell
18,153
-456
-2% -$14.5K 0.1% 78
2020
Q4 		$577K Buy
18,609
+1,476
+9% +$43.4K 0.11% 78
2020
Q3 		$477K Buy
17,133
+1,752
+11% +$48K 0.11% 80
2020
Q2 		$391K Sell
15,381
-2,565
-14% -$61.9K 0.1% 79
2020
Q1 		$382K Sell
17,946
-3,624
-17% -$90.8K 0.1% 75
2019
Q4 		$567K Sell
21,570
-1,206
-5% -$30.3K 0.12% 75
2019
Q3 		$552K Hold
22,776
– – 0.13% 78
2019
Q2 		$543K Buy
+22,776
New +$532K 0.12% 76
2018
Q3 		– Sell
-9,141
Closed -$201K – 138
2018
Q2 		$201K Buy
+9,141
New +$200K 0.06% 106

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 $609B AUM 40.19% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

West Coast Financial's SPYX Position: Q2 2025 in Review

West Coast Financial sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2025, closing a stake of 16,151 shares — an estimated $739K sold.

West Coast Financial first reported a position in SPYX in Q2 2018 and held it in 25 quarters. The position peaked at $778K in Q4 2024. 237 funds tracked by Wall St. Rank hold SPYX as of Q2 2025.

  • West Coast Financial reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 16,151 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2025, an estimated $739K.
  • West Coast Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2018 and held it in 25 quarters.
  • West Coast Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $778K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.