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Willow Creek Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Willow Creek 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
2025
Q3 		$217K Sell
3,953
-464
-11% -$24.5K 0.02% 169
2025
Q2 		$225K Sell
4,417
-41
-0.9% -$1.93K 0.02% 158
2025
Q1 		$204K Sell
4,458
-115
-3% -$5.55K 0.02% 151
2024
Q4 		$220K Sell
4,573
-50
-1% -$2.42K 0.02% 148
2024
Q3 		$218K Buy
+4,623
New +$210K 0.02% 150

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Willow Creek Wealth Management's SPYX Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 11% in Q3 2025, selling an estimated $24.5K and leaving 3,953 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #169.

Willow Creek Wealth Management first reported a position in SPYX in Q3 2024 and has held it in 5 quarters since. The position peaked at $225K in Q2 2025. 237 funds tracked by Wall St. Rank hold SPYX as of Q3 2025.

  • Willow Creek Wealth Management held 3,953 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $217K as of Q3 2025.
  • Willow Creek Wealth Management sold 464 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $24.5K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #169 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 5 quarters since.
  • Willow Creek Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $225K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.