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WWM
Western Wealth Management’s
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
Stock Holding History
Western Wealth Management’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
Q1
$1.12M
Buy
21,132
+1,864
+10%
+$104K
0.04%
411
2025
Q4
$1.08M
Buy
19,268
+4,761
+33%
+$265K
0.05%
325
2025
Q3
$796K
Buy
14,507
+9
+0.1%
+$475
0.04%
349
2025
Q2
$738K
Buy
14,498
+348
+2%
+$16.3K
0.04%
332
2025
Q1
$647K
Buy
14,150
+937
+7%
+$45.2K
0.04%
326
2024
Q4
$636K
Sell
13,213
-300
-2%
-$14.5K
0.04%
317
2024
Q3
$639K
Buy
13,513
+55
+0.4%
+$2.5K
0.04%
399
2024
Q2
$600K
Sell
13,458
-15
-0.1%
-$642
0.04%
321
2024
Q1
$577K
Buy
13,473
+185
+1%
+$7.54K
0.04%
334
2023
Q4
$516K
Buy
13,288
+907
+7%
+$33K
0.04%
405
2023
Q3
$430K
Buy
12,381
+897
+8%
+$32.5K
0.04%
421
2023
Q2
$415K
Buy
11,484
+2,258
+24%
+$77.1K
0.04%
425
2023
Q1
$307K
Buy
9,226
+517
+6%
+$16.7K
0.03%
492
2022
Q4
$271K
Sell
8,709
-7,950
-48%
-$247K
0.03%
487
2022
Q3
$481K
Sell
16,659
-450
-3%
-$14.6K
0.03%
496
2022
Q2
$526K
Buy
17,109
+4,530
+36%
+$151K
0.03%
460
2022
Q1
$466K
Buy
12,579
+6,159
+96%
+$225K
0.02%
547
2021
Q4
$252K
Buy
+6,420
New
+$243K
0.02%
515
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
$376B AUM
19.32%
1-Year Est. Return
GAM
Gemmer Asset Management
Walnut Creek, California
$1.27B AUM
21.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ST
Spinnaker Trust
Portland, Maine
$1.81B AUM
17.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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