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

Westside Investment 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	$15.9K	Hold	300	–	–	﹤0.01%	975
2025 Q4	$16.9K	Hold	300	–	–	﹤0.01%	928
2025 Q3	$16.5K	Hold	300	–	–	﹤0.01%	953
2025 Q2	$15.3K	Hold	300	–	–	﹤0.01%	784
2025 Q1	$13.7K	Sell	300 -540	-64%	-$26.1K	﹤0.01%	638
2024 Q4	$40.4K	Buy	840 +300	+56%	+$14.5K	0.01%	434
2024 Q3	$25.5K	Hold	540	–	–	0.01%	524
2024 Q2	$24.1K	Hold	540	–	–	0.01%	513
2024 Q1	$23.1K	Hold	540	–	–	0.01%	500
2023 Q4	$21K	Hold	540	–	–	0.01%	488
2023 Q3	$18.8K	Hold	540	–	–	0.01%	494
2023 Q2	$19.5K	Hold	540	–	–	0.01%	494
2023 Q1	$17.9K	Hold	540	–	–	0.01%	504
2022 Q4	$16	Hold	540	–	–	﹤0.01%	551
2022 Q3	$15	Buy	540 +300	+125%	+$9.7K	﹤0.01%	545
2022 Q2	$7	Buy	240 +120	+100%	+$4K	﹤0.01%	650
2022 Q1	$4	Buy	+120	New	+$4.38K	﹤0.01%	708

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

Westside Investment Management's SPYX Position: Q1 2026 in Review

Westside Investment Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 300 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Westside Investment Management first reported a position in SPYX in Q1 2022 and has held it in 17 quarters since. The position peaked at $40.4K in Q4 2024. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Westside Investment Management held 300 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $15.9K as of Q1 2026.
Westside Investment Management left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #975 holding.
Westside Investment Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 17 quarters since.
Westside Investment Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $40.4K in Q4 2024.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.