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 Q2	$1.3M	Buy	21,202 +70	+0.3%	+$4.15K	0.04%	405
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	0.03%	390
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 $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

Western Wealth Management's SPYX Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.33% in Q2 2026, buying an estimated $4.15K and bringing the position to 21,202 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #405.

Western Wealth Management first reported a position in SPYX in Q4 2021 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Western Wealth Management held 21,202 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.3M as of Q2 2026.
Western Wealth Management bought 70 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $4.15K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #405 holding.
Western Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and has held it in 19 quarters since.
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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.