Wolf Group Capital Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Wolf Group Capital Advisors’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 Q1	–	Sell	-5,888	Closed	-$213K	–	179
2024 Q4	$213K	Hold	5,888	–	–	0.1%	100
2024 Q3	$213K	Buy	+5,888	New	+$267K	0.1%	101
2024 Q2	–	Sell	-5,888	Closed	-$213K	–	139
2024 Q1	$213K	Hold	5,888	–	–	0.1%	101
2023 Q4	$213K	Buy	+5,888	New	+$214K	0.1%	102
2023 Q3	–	Sell	-5,890	Closed	-$203K	–	110
2023 Q2	$203K	Buy	+5,890	New	+$201K	0.1%	103
2022 Q1	–	Sell	-7,995	Closed	-$314K	–	141
2021 Q4	$314K	Buy	+7,995	New	+$303K	0.05%	127

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's SPYX Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2025, closing a stake of 5,888 shares — an estimated $213K sold.

Wolf Group Capital Advisors first reported a position in SPYX in Q4 2021 and held it in 6 quarters. The position peaked at $314K in Q4 2021. 216 funds tracked by Wall St. Rank hold SPYX as of Q1 2025.

Wolf Group Capital Advisors reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2025 after selling out during the quarter.
Wolf Group Capital Advisors sold 5,888 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2025, an estimated $213K.
Wolf Group Capital Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and held it in 6 quarters.
Wolf Group Capital Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $314K in Q4 2021.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.