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

Cerity 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	$9.55M	Buy	156,328 +1,382	+0.9%	+$82K	0.01%	792
2026 Q1	$8.22M	Buy	154,946 +1,118	+0.7%	+$62.3K	0.01%	794
2025 Q4	$8.64M	Buy	153,828 +8,003	+5%	+$446K	0.01%	698
2025 Q3	$8M	Sell	145,825 -1,213	-0.8%	-$64K	0.01%	673
2025 Q2	$7.49M	Buy	147,038 +34,291	+30%	+$1.61M	0.01%	646
2025 Q1	$5.16M	Sell	112,747 -2,085	-2%	-$101K	0.01%	723
2024 Q4	$5.53M	Sell	114,832 -2,665	-2%	-$129K	0.01%	671
2024 Q3	$5.55M	Sell	117,497 -828	-0.7%	-$37.6K	0.01%	659
2024 Q2	$5.28M	Sell	118,325 -16,236	-12%	-$695K	0.01%	591
2024 Q1	$5.76M	Sell	134,561 -21,653	-14%	-$883K	0.02%	607
2023 Q4	$6.06M	Buy	156,214 +40,336	+35%	+$1.47M	0.02%	492
2023 Q3	$4.02M	Sell	115,878 -62,116	-35%	-$2.25M	0.02%	453
2023 Q2	$6.44M	Sell	177,994 -33	-0%	-$1.13K	0.03%	446
2023 Q1	$5.92M	Buy	178,027 +100,477	+130%	+$3.25M	0.01%	457
2022 Q4	$5.33M	Sell	77,550 -76,857	-50%	-$2.39M	0.03%	349
2022 Q3	$4.49M	Buy	154,407 +14,106	+10%	+$456K	0.05%	246
2022 Q2	$4.31M	Sell	140,301 -3,741	-3%	-$125K	0.05%	272
2022 Q1	$2.31M	Buy	144,042 +6,093	+4%	+$222K	0.04%	304
2021 Q4	$2.45M	Buy	137,949 +75,420	+121%	+$2.86M	0.04%	290
2021 Q3	$2.21M	Sell	62,529 -5,229	-8%	-$191K	0.05%	252
2021 Q2	$2.4M	Sell	67,758 -1,524	-2%	-$52.5K	0.05%	239
2021 Q1	$2.27M	Buy	69,282 +984	+1%	+$31.3K	0.05%	237
2020 Q4	$2.12M	Buy	+68,298	New	+$2.01M	0.07%	203

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

Cerity Partners's SPYX Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.89% in Q2 2026, buying an estimated $82K and bringing the position to 156,328 shares worth $9.55M. The position accounts for 0.01% of the portfolio, ranked #792.

Cerity Partners first reported a position in SPYX in Q4 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Cerity Partners held 156,328 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $9.55M as of Q2 2026.
Cerity Partners bought 1,382 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $82K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #792 holding.
Cerity Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 23 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.