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Bell Investment Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bell Investment 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
2026
Q2 		$1.22M Buy
20,042
+512
+3% +$30.4K 0.18% 59
2026
Q1 		$1.04M Sell
19,530
-220
-1% -$12.3K 0.16% 58
2025
Q4 		$1.11M Sell
19,750
-61
-0.3% -$3.4K 0.18% 55
2025
Q3 		$1.09M Sell
19,811
-806
-4% -$42.5K 0.18% 54
2025
Q2 		$1.05M Sell
20,617
-397
-2% -$18.6K 0.18% 51
2025
Q1 		$961K Buy
21,014
+1,110
+6% +$53.6K 0.18% 49
2024
Q4 		$958K Sell
19,904
-441
-2% -$21.3K 0.18% 51
2024
Q3 		$961K Buy
20,345
+240
+1% +$10.9K 0.18% 50
2024
Q2 		$897K Buy
20,105
+350
+2% +$15K 0.18% 52
2024
Q1 		$846K Sell
19,755
-755
-4% -$30.8K 0.17% 53
2023
Q4 		$796K Buy
20,510
+537
+3% +$19.5K 0.16% 50
2023
Q3 		$694K Sell
19,973
-1,895
-9% -$68.7K 0.16% 50
2023
Q2 		$791K Buy
21,868
+1,864
+9% +$63.7K 0.18% 47
2023
Q1 		$665K Buy
20,004
+2,328
+13% +$75.3K 0.16% 49
2022
Q4 		$550K Sell
17,676
-297
-2% -$9.23K 0.14% 51
2022
Q3 		$522K Buy
17,973
+1,656
+10% +$53.5K 0.16% 45
2022
Q2 		$502K Buy
+16,317
New +$544K 0.15% 47
2021
Q4 		$493K Buy
12,570
+3,399
+37% +$129K 0.14% 52
2021
Q3 		$325K Buy
+9,171
New +$334K 0.1% 58

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
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

Bell Investment Advisors's SPYX Position: Q2 2026 in Review

Bell Investment Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.6% in Q2 2026, buying an estimated $30.4K and bringing the position to 20,042 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #59.

Bell Investment Advisors first reported a position in SPYX in Q3 2021 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Bell Investment Advisors held 20,042 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.22M as of Q2 2026.
  • Bell Investment Advisors bought 512 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $30.4K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.18% of Bell Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Bell Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2021 and has held it in 19 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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.