Envestnet Asset Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Envestnet Asset Management’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	$2.04M	Buy	33,463 +522	+2%	+$31K	﹤0.01%	3138
2026 Q1	$1.75M	Sell	32,941 -2,067	-6%	-$115K	﹤0.01%	3103
2025 Q4	$1.97M	Buy	35,008 +4,938	+16%	+$275K	﹤0.01%	2836
2025 Q3	$1.65M	Sell	30,070 -2,508	-8%	-$132K	﹤0.01%	3006
2025 Q2	$1.66M	Sell	32,578 -8,098	-20%	-$380K	﹤0.01%	2957
2025 Q1	$1.86M	Sell	40,676 -17,245	-30%	-$832K	﹤0.01%	2783
2024 Q4	$2.79M	Buy	57,921 +2,813	+5%	+$136K	﹤0.01%	2488
2024 Q3	$2.6M	Sell	55,108 -5,346	-9%	-$243K	﹤0.01%	2495
2024 Q2	$2.7M	Sell	60,454 -8,724	-13%	-$373K	﹤0.01%	2430
2024 Q1	$2.96M	Sell	69,178 -11,314	-14%	-$461K	﹤0.01%	2329
2023 Q4	$3.12M	Sell	80,492 -1,059	-1%	-$38.5K	﹤0.01%	2196
2023 Q3	$2.83M	Sell	81,551 -3,966	-5%	-$144K	﹤0.01%	2162
2023 Q2	$3.09M	Sell	85,517 -6,189	-7%	-$211K	﹤0.01%	1997
2023 Q1	$3.05M	Sell	91,706 -2,995	-3%	-$96.9K	﹤0.01%	1931
2022 Q4	$2.95M	Sell	94,701 -174,024	-65%	-$5.41M	﹤0.01%	1915
2022 Q3	$7.81M	Sell	268,725 -14,730	-5%	-$476K	﹤0.01%	1265
2022 Q2	$8.71M	Buy	283,455 +38,358	+16%	+$1.28M	﹤0.01%	1213
2022 Q1	$9.07M	Buy	245,097 +57,771	+31%	+$2.11M	﹤0.01%	1265
2021 Q4	$7.35M	Buy	187,326 +29,238	+18%	+$1.11M	﹤0.01%	1374
2021 Q3	$5.6M	Buy	158,088 +23,940	+18%	+$873K	﹤0.01%	1464
2021 Q2	$4.75M	Buy	134,148 +78,933	+143%	+$2.72M	﹤0.01%	1549
2021 Q1	$1.81M	Buy	55,215 +4,692	+9%	+$149K	﹤0.01%	2003
2020 Q4	$1.57M	Buy	50,523 +8,667	+21%	+$255K	﹤0.01%	1911
2020 Q3	$1.17M	Buy	41,856 +14,421	+53%	+$395K	﹤0.01%	1928
2020 Q2	$698K	Buy	+27,435	New	+$662K	﹤0.01%	2187

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

Envestnet Asset Management's SPYX Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.6% in Q2 2026, buying an estimated $31K and bringing the position to 33,463 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Envestnet Asset Management first reported a position in SPYX in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.07M in Q1 2022. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Envestnet Asset Management held 33,463 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.04M as of Q2 2026.
Envestnet Asset Management bought 522 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $31K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3138 holding.
Envestnet Asset Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2020 and has held it in 25 quarters since.
Envestnet Asset Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $9.07M in Q1 2022.
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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.