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

Creative Planning’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	$2.19M	Sell	41,222 -4,038	-9%	-$225K	﹤0.01%	1827
2025 Q4	$2.54M	Buy	45,260 +139	+0.3%	+$7.74K	﹤0.01%	1523
2025 Q3	$2.47M	Sell	45,121 -23	-0.1%	-$1.21K	﹤0.01%	1367
2025 Q2	$2.3M	Buy	45,144 +19,905	+79%	+$935K	﹤0.01%	1219
2025 Q1	$1.15M	Sell	25,239 -1,289	-5%	-$62.2K	﹤0.01%	1607
2024 Q4	$1.28M	Sell	26,528 -3,372	-11%	-$163K	﹤0.01%	1460
2024 Q3	$1.41M	Sell	29,900 -1,252	-4%	-$56.8K	﹤0.01%	1275
2024 Q2	$1.39M	Sell	31,152 -1,765	-5%	-$75.5K	﹤0.01%	1190
2024 Q1	$1.41M	Sell	32,917 -25,199	-43%	-$1.03M	﹤0.01%	1127
2023 Q4	$2.26M	Buy	58,116 +9,210	+19%	+$335K	﹤0.01%	876
2023 Q3	$1.7M	Buy	48,906 +24,828	+103%	+$900K	﹤0.01%	932
2023 Q2	$871K	Buy	24,078 +3	+0%	+$102	﹤0.01%	1209
2023 Q1	$800K	Sell	24,075 -834	-3%	-$27K	﹤0.01%	1192
2022 Q4	$775K	Buy	24,909 +33	+0.1%	+$1.03K	﹤0.01%	1164
2022 Q3	$723K	Buy	24,876 +1,827	+8%	+$59.1K	﹤0.01%	1122
2022 Q2	$709K	Buy	23,049 +7,020	+44%	+$234K	﹤0.01%	1128
2022 Q1	$593K	Sell	16,029 -9,054	-36%	-$331K	﹤0.01%	1240
2021 Q4	$984K	Buy	25,083 +4,776	+24%	+$181K	﹤0.01%	968
2021 Q3	$719K	Buy	20,307 +15	+0.1%	+$547	﹤0.01%	1112
2021 Q2	$718K	Buy	20,292 +6,537	+48%	+$225K	﹤0.01%	1086
2021 Q1	$450K	Buy	13,755 +2,019	+17%	+$64.2K	﹤0.01%	1506
2020 Q4	$364K	Buy	+11,736	New	+$345K	﹤0.01%	1503

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

Creative Planning's SPYX Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 8.9% in Q1 2026, selling an estimated $225K and leaving 41,222 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Creative Planning first reported a position in SPYX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.54M in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Creative Planning held 41,222 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.19M as of Q1 2026.
Creative Planning sold 4,038 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $225K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1827 holding.
Creative Planning first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 22 quarters since.
Creative Planning's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.54M 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.