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Independent Advisor Alliance’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-6,667
Closed -$354K – 1556
2026
Q1 		$354K Buy
+6,667
New +$372K ﹤0.01% 1258
2025
Q1 		– Sell
-4,551
Closed -$219K – 1301
2024
Q4 		$219K Buy
+4,551
New +$220K ﹤0.01% 1261

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Independent Advisor Alliance's SPYX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q2 2026, closing a stake of 6,667 shares — an estimated $354K sold.

Independent Advisor Alliance first reported a position in SPYX in Q4 2024 and held it in 2 quarters. The position peaked at $354K in Q1 2026. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,667 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $354K.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $354K in Q1 2026.
  • 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.