Allworth Financial’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Allworth Financial’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	$138K	Sell	2,262 -390	-15%	-$23.1K	﹤0.01%	1736
2026 Q1	$141K	Buy	2,652 +451	+20%	+$25.1K	﹤0.01%	1612
2025 Q4	$124K	Buy	2,201 +544	+33%	+$30.3K	﹤0.01%	1626
2025 Q3	$90.9K	Buy	1,657 +1	+0.1%	+$53	﹤0.01%	1740
2025 Q2	$84.3K	Buy	1,656 +1	+0.1%	+$47	﹤0.01%	1634
2025 Q1	$74.3K	Buy	1,655 +1	+0.1%	+$48	﹤0.01%	1374
2024 Q4	$82.4K	Buy	1,654 +1	+0.1%	+$48	﹤0.01%	1349
2024 Q3	$78.1K	Buy	1,653 +14	+0.9%	+$635	﹤0.01%	1195
2024 Q2	$73.6K	Hold	1,639	–	–	﹤0.01%	1199
2024 Q1	$70.2K	Hold	1,639	–	–	﹤0.01%	1153
2023 Q4	$63.6K	Hold	1,639	–	–	﹤0.01%	1103
2023 Q3	$56.9K	Hold	1,639	–	–	﹤0.01%	1072
2023 Q2	$59.3K	Buy	1,639 +64	+4%	+$2.19K	﹤0.01%	1068
2023 Q1	$52.4K	Hold	1,575	–	–	﹤0.01%	1054
2022 Q4	$49K	Sell	1,575 -1,194	-43%	-$37.1K	﹤0.01%	1013
2022 Q3	$80K	Hold	2,769	–	–	﹤0.01%	828
2022 Q2	$85K	Sell	2,769 -6,300	-69%	-$210K	﹤0.01%	759
2022 Q1	$336K	Sell	9,069 -10,350	-53%	-$378K	﹤0.01%	462
2021 Q4	$762K	Sell	19,419 -42	-0.2%	-$1.59K	0.01%	319
2021 Q3	$689K	Buy	+19,461	New	+$710K	0.01%	287

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

Allworth Financial's SPYX Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 15% in Q2 2026, selling an estimated $23.1K and leaving 2,262 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Allworth Financial first reported a position in SPYX in Q3 2021 and has held it in 20 quarters since. The position peaked at $762K in Q4 2021. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Allworth Financial held 2,262 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $138K as of Q2 2026.
Allworth Financial sold 390 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $23.1K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1736 holding.
Allworth Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and has held it in 20 quarters since.
Allworth Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $762K in Q4 2021.
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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.