William Mack & Associates’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

William Mack & Associates’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	$727K	Buy	11,893 +1,055	+10%	+$62.6K	0.26%	41
2026 Q1	$575K	Buy	10,838 +204	+2%	+$11.4K	0.33%	35
2025 Q4	$598K	Buy	10,634 +1,209	+13%	+$67.3K	0.28%	35
2025 Q3	$517K	Buy	9,425 +116	+1%	+$6.12K	0.28%	42
2025 Q2	$474K	Buy	9,309 +982	+12%	+$46.1K	0.3%	43
2025 Q1	$381K	Buy	8,327 +2,788	+50%	+$135K	0.33%	42
2024 Q4	$267K	Buy	+5,539	New	+$268K	0.28%	52

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

William Mack & Associates's SPYX Position: Q2 2026 in Review

William Mack & Associates increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 9.7% in Q2 2026, buying an estimated $62.6K and bringing the position to 11,893 shares worth $727K. The position accounts for 0.26% of the portfolio, ranked #41.

William Mack & Associates first reported a position in SPYX in Q4 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

William Mack & Associates held 11,893 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $727K as of Q2 2026.
William Mack & Associates bought 1,055 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $62.6K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.26% of William Mack & Associates's portfolio in Q2 2026, its #41 holding.
William Mack & Associates first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.