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

AlTi Global’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	$945K	Sell	15,462 -2,530	-14%	-$150K	0.02%	278
2026 Q1	$954K	Sell	17,992 -6,504	-27%	-$363K	0.02%	244
2025 Q4	$1.38M	Sell	24,496 -392	-2%	-$21.8K	0.03%	197
2025 Q3	$1.37M	Buy	24,888 +1,599	+7%	+$84.3K	0.03%	204
2025 Q2	$1.19M	Sell	23,289 -667	-3%	-$31.3K	0.03%	211
2025 Q1	$1.1M	Hold	23,956	–	–	0.03%	196
2024 Q4	$1.15M	Hold	23,956	–	–	0.03%	203
2024 Q3	$1.13M	Buy	+23,956	New	+$1.09M	0.03%	202

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

AlTi Global's SPYX Position: Q2 2026 in Review

AlTi Global reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 14% in Q2 2026, selling an estimated $150K and leaving 15,462 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #278.

AlTi Global first reported a position in SPYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

AlTi Global held 15,462 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $945K as of Q2 2026.
AlTi Global sold 2,530 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $150K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #278 holding.
AlTi Global first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 8 quarters since.
AlTi Global's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.38M in Q4 2025.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.