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Essex Financial Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Essex Financial Services’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 		$1.31M Buy
21,481
+6
+0% +$356 0.07% 259
2026
Q1 		$1.14M Sell
21,475
-2,137
-9% -$119K 0.06% 257
2025
Q4 		$1.33M Buy
23,612
+6
+0% +$334 0.08% 221
2025
Q3 		$1.29M Sell
23,606
-947
-4% -$49.9K 0.08% 223
2025
Q2 		$1.25M Buy
24,553
+7
+0% +$329 0.08% 216
2025
Q1 		$1.12M Buy
24,546
+1,271
+5% +$61.3K 0.08% 210
2024
Q4 		$1.12M Buy
23,275
+7
+0% +$339 0.08% 217
2024
Q3 		$1.11M Buy
23,268
+7
+0% +$318 0.08% 217
2024
Q2 		$1.01M Buy
+23,261
New +$996K 0.08% 236

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's SPYX Position: Q2 2026 in Review

Essex Financial Services increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.03% in Q2 2026, buying an estimated $356 and bringing the position to 21,481 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #259.

Essex Financial Services first reported a position in SPYX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2025. 182 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Essex Financial Services held 21,481 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.31M as of Q2 2026.
  • Essex Financial Services bought 6 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $356.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #259 holding.
  • Essex Financial Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2024 and has held it in 9 quarters since.
  • Essex Financial Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.33M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.