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

Ballentine Partners’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	$299K	Buy	4,895 +161	+3%	+$9.55K	﹤0.01%	794
2026 Q1	$251K	Hold	4,734	–	–	﹤0.01%	820
2025 Q4	$266K	Hold	4,734	–	–	﹤0.01%	770
2025 Q3	$260K	Hold	4,734	–	–	﹤0.01%	790
2025 Q2	$241K	Sell	4,734 -716	-13%	-$33.6K	﹤0.01%	792
2025 Q1	$249K	Buy	5,450 +716	+15%	+$34.5K	﹤0.01%	697
2024 Q4	$228K	Hold	4,734	–	–	﹤0.01%	731
2024 Q3	$224K	Hold	4,734	–	–	﹤0.01%	712
2024 Q2	$211K	Hold	4,734	–	–	﹤0.01%	681
2024 Q1	$203K	Buy	+4,734	New	+$193K	﹤0.01%	674

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

Ballentine Partners's SPYX Position: Q2 2026 in Review

Ballentine Partners increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 3.4% in Q2 2026, buying an estimated $9.55K and bringing the position to 4,895 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Ballentine Partners first reported a position in SPYX in Q1 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Ballentine Partners held 4,895 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $299K as of Q2 2026.
Ballentine Partners bought 161 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $9.55K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #794 holding.
Ballentine Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2024 and has held it in 10 quarters since.
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 Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.