CBIZ Investment Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

CBIZ Investment Advisory Services’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	$450K	Hold	8,490	–	–	0.02%	33
2025 Q4	$477K	Hold	8,490	–	–	0.02%	38
2025 Q3	$466K	Buy	8,490 +20	+0.2%	+$1.05K	0.02%	36
2025 Q2	$431K	Buy	8,470 +22	+0.3%	+$1.03K	0.02%	34
2025 Q1	$387K	Buy	8,448 +22	+0.3%	+$1.06K	0.02%	37
2024 Q4	$406K	Buy	8,426 +23	+0.3%	+$1.11K	0.02%	35
2024 Q3	$397K	Buy	8,403 +22	+0.3%	+$998	0.02%	35
2024 Q2	$374K	Buy	8,381 +24	+0.3%	+$1.03K	0.02%	35
2024 Q1	$358K	Buy	8,357 +23	+0.3%	+$938	0.02%	36
2023 Q4	$323K	Buy	8,334 +27	+0.3%	+$981	0.02%	34
2023 Q3	$288K	Buy	+8,307	New	+$301K	0.03%	27

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

CBIZ Investment Advisory Services's SPYX Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q1 2026 at 8,490 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #33.

CBIZ Investment Advisory Services first reported a position in SPYX in Q3 2023 and has held it in 11 quarters since. The position peaked at $477K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

CBIZ Investment Advisory Services held 8,490 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $450K as of Q1 2026.
CBIZ Investment Advisory Services 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 0.02% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #33 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2023 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $477K in Q4 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 CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.