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

Bleakley Financial Group’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
2025
Q4 		– Sell
-14,373
Closed -$788K – 702
2025
Q3 		$788K Buy
14,373
+31
+0.2% +$1.64K 0.02% 456
2025
Q2 		$730K Sell
14,342
-45
-0.3% -$2.11K 0.02% 442
2025
Q1 		$658K Buy
14,387
+5,807
+68% +$280K 0.02% 399
2024
Q4 		$413K Buy
8,580
+2,569
+43% +$124K 0.01% 670
2024
Q3 		$284K Buy
6,011
+28
+0.5% +$1.27K 0.01% 799
2024
Q2 		$267K Sell
5,983
-253
-4% -$10.8K 0.01% 791
2024
Q1 		$267K Buy
6,236
+15
+0.2% +$611 0.01% 794
2023
Q4 		$241K Sell
6,221
-458
-7% -$16.6K 0.01% 797
2023
Q3 		$232K Buy
6,679
+19
+0.3% +$688 0.01% 755
2023
Q2 		$241K Sell
6,660
-72
-1% -$2.46K 0.01% 788
2023
Q1 		$224K Sell
6,732
-11,679
-63% -$378K 0.01% 788
2022
Q4 		$573K Buy
+18,411
New +$572K 0.02% 517

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
Betterment LLC New York $52.8B AUM 15.34% 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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Bleakley Financial Group's SPYX Position: Q4 2025 in Review

Bleakley Financial Group sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2025, closing a stake of 14,373 shares — an estimated $788K sold.

Bleakley Financial Group first reported a position in SPYX in Q4 2022 and held it in 12 quarters. The position peaked at $788K in Q3 2025. 247 funds tracked by Wall St. Rank hold SPYX as of Q4 2025.

  • Bleakley Financial Group reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 14,373 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $788K.
  • Bleakley Financial Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and held it in 12 quarters.
  • Bleakley Financial Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $788K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.