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

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return