Bank of Montreal’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bank of Montreal’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 Q1	$313K	Hold	5,900	–	–	﹤0.01%	2654
2025 Q4	$332K	Hold	5,900	–	–	﹤0.01%	2529
2025 Q3	$324K	Sell	5,900 -2,395	-29%	-$126K	﹤0.01%	2490
2025 Q2	$422K	Buy	+8,295	New	+$390K	﹤0.01%	2374

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Bank of Montreal's SPYX Position: Q1 2026 in Review

Bank of Montreal held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 5,900 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Bank of Montreal first reported a position in SPYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $422K in Q2 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Bank of Montreal held 5,900 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $313K as of Q1 2026.
Bank of Montreal left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2654 holding.
Bank of Montreal first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2025 and has held it in 4 quarters since.
Bank of Montreal's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $422K in Q2 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.