Corient Private Wealth’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Corient Private Wealth’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	$645K	Sell	12,162 -5,768	-32%	-$322K	﹤0.01%	1896
2025 Q4	$1.01M	Sell	17,930 -7,985	-31%	-$445K	﹤0.01%	1884
2025 Q3	$1.79M	Buy	25,915 +82	+0.3%	+$4.33K	﹤0.01%	1121
2025 Q2	$1.66M	Buy	25,833 +10,891	+73%	+$512K	﹤0.01%	1122
2025 Q1	$780K	Buy	14,942 +776	+5%	+$37.4K	﹤0.01%	1388
2024 Q4	$766K	Buy	14,166 +13	+0.1%	+$629	﹤0.01%	1433
2024 Q3	$750K	Sell	14,153 -9,635	-41%	-$437K	﹤0.01%	1537
2024 Q2	$1.14M	Buy	23,788 +19,786	+494%	+$847K	﹤0.01%	1276
2024 Q1	$246K	Buy	4,002 +13	+0.3%	+$530	﹤0.01%	1997
2023 Q4	$223K	Buy	+3,989	New	+$145K	﹤0.01%	2012

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

Corient Private Wealth's SPYX Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 32% in Q1 2026, selling an estimated $322K and leaving 12,162 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Corient Private Wealth first reported a position in SPYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Corient Private Wealth held 12,162 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $645K as of Q1 2026.
Corient Private Wealth sold 5,768 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $322K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1896 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.79M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.