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

Choate 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
Q1 		$126M Sell
2,377,793
-3,667
-0.2% -$204K 2.47% 7
2025
Q4 		$134M Sell
2,381,460
-60,664
-2% -$3.38M 2.63% 7
2025
Q3 		$134M Sell
2,442,124
-74,871
-3% -$3.95M 2.77% 6
2025
Q2 		$128M Sell
2,516,995
-34,064
-1% -$1.6M 2.78% 7
2025
Q1 		$117M Sell
2,551,059
-53,239
-2% -$2.57M 2.9% 4
2024
Q4 		$125M Sell
2,604,298
-63,701
-2% -$3.08M 3.01% 5
2024
Q3 		$126M Sell
2,667,999
-13,545
-0.5% -$614K 3.21% 5
2024
Q2 		$120M Sell
2,681,544
-68,214
-2% -$2.92M 3.14% 5
2024
Q1 		$118M Sell
2,749,758
-22,042
-0.8% -$898K 3.17% 5
2023
Q4 		$108M Buy
2,771,800
+3,686
+0.1% +$134K 3.33% 7
2023
Q3 		$96.1M Sell
2,768,114
-359,893
-12% -$13M 3.77% 5
2023
Q2 		$113M Sell
3,128,007
-510,546
-14% -$17.4M 4.73% 5
2023
Q1 		$121M Buy
3,638,553
+709,842
+24% +$23M 5.84% 4
2022
Q4 		$10.1M Buy
2,928,711
+103,140
+4% +$3.21M 0.61% 19
2022
Q3 		$82.1M Sell
2,825,571
-12,216
-0.4% -$395K 5.41% 4
2022
Q2 		$87.3M Sell
2,837,787
-3,846
-0.1% -$128K 5.3% 4
2022
Q1 		$105M Buy
2,841,633
+5,541
+0.2% +$202K 5.59% 3
2021
Q4 		$111M Sell
2,836,092
-47,985
-2% -$1.82M 6.5% 3
2021
Q3 		$102M Sell
2,884,077
-349,806
-11% -$12.8M 6.52% 3
2021
Q2 		$114M Sell
3,233,883
-520,440
-14% -$17.9M 6.93% 4
2021
Q1 		$123M Sell
3,754,323
-124,920
-3% -$3.97M 7.6% 3
2020
Q4 		$120M Sell
3,879,243
-85,140
-2% -$2.5M 7.3% 4
2020
Q3 		$110M Buy
3,964,383
+133,680
+3% +$3.66M 7.15% 4
2020
Q2 		$97.4M Buy
3,830,703
+575,901
+18% +$13.9M 7.07% 4
2020
Q1 		$69.3M Buy
3,254,802
+839,694
+35% +$21M 5.53% 4
2019
Q4 		$63.5M Buy
2,415,108
+87,123
+4% +$2.19M 3.86% 4
2019
Q3 		$56.4M Buy
2,327,985
+78,747
+4% +$1.9M 3.49% 5
2019
Q2 		$53.6M Buy
2,249,238
+41,880
+2% +$979K 3.21% 6
2019
Q1 		$50.2M Buy
2,207,358
+169,608
+8% +$3.73M 2.97% 6
2018
Q4 		$41.4M Buy
2,037,750
+638,253
+46% +$13.9M 2.66% 9
2018
Q3 		$32.9M Buy
1,399,497
+150,726
+12% +$3.48M 1.82% 6
2018
Q2 		$27.4M Buy
1,248,771
+292,920
+31% +$6.4M 1.59% 10
2018
Q1 		$20.5M Buy
955,851
+732,621
+328% +$16.2M 1.1% 17
2017
Q4 		$4.82M Buy
+223,230
New +$4.7M 0.25% 52

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 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 $544B AUM 28.31% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Choate Investment Advisors's SPYX Position: Q1 2026 in Review

Choate Investment Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.15% in Q1 2026, selling an estimated $204K and leaving 2,377,793 shares worth $126M. The position accounts for 2.47% of the portfolio, ranked #7.

Choate Investment Advisors first reported a position in SPYX in Q4 2017 and has held it in 34 quarters since. The position peaked at $134M in Q3 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Choate Investment Advisors held 2,377,793 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $126M as of Q1 2026.
  • Choate Investment Advisors sold 3,667 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $204K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 2.47% of Choate Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2017 and has held it in 34 quarters since.
  • Choate Investment Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $134M in Q3 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 Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.