Institute for Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Institute for Wealth 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	$211K	Sell	3,460 -1,070	-24%	-$63.5K	0.02%	506
2026 Q1	$240K	Hold	4,530	–	–	0.03%	479
2025 Q4	$255K	Sell	4,530 -126,678	-97%	-$7.05M	0.03%	474
2025 Q3	$7.2M	Sell	131,208 -446	-0.3%	-$23.5K	0.75%	18
2025 Q2	$6.71M	Sell	131,654 -2,902	-2%	-$136K	0.75%	18
2025 Q1	$6.16M	Sell	134,556 -3,619	-3%	-$175K	0.79%	14
2024 Q4	$6.65M	Buy	138,175 +7,526	+6%	+$364K	0.83%	15
2024 Q3	$6.17M	Buy	130,649 +7,043	+6%	+$320K	0.78%	15
2024 Q2	$5.51M	Buy	123,606 +5,585	+5%	+$239K	0.74%	18
2024 Q1	$5.05M	Buy	118,021 +1,575	+1%	+$64.2K	0.65%	23
2023 Q4	$4.52M	Sell	116,446 -704	-0.6%	-$25.6K	0.73%	20
2023 Q3	$4.07M	Buy	117,150 +10,817	+10%	+$392K	0.73%	19
2023 Q2	$3.85M	Buy	106,333 +2,975	+3%	+$102K	0.65%	28
2023 Q1	$3.44M	Buy	103,358 +1,586	+2%	+$51.3K	0.66%	28
2022 Q4	$3.17M	Sell	101,772 -8,364	-8%	-$260K	0.67%	28
2022 Q3	$3.2M	Buy	110,136 +5,109	+5%	+$165K	0.72%	21
2022 Q2	$3.23M	Sell	105,027 -24	-0%	-$801	0.63%	30
2022 Q1	$3.89M	Buy	105,051 +1,716	+2%	+$62.7K	0.63%	27
2021 Q4	$4.05M	Buy	103,335 +11,865	+13%	+$449K	0.66%	26
2021 Q3	$3.24M	Buy	91,470 +8,502	+10%	+$310K	0.57%	33
2021 Q2	$2.94M	Buy	82,968 +2,892	+4%	+$99.7K	0.52%	40
2021 Q1	$2.62M	Buy	80,076 +3,900	+5%	+$124K	0.5%	46
2020 Q4	$2.36M	Buy	76,176 +20,040	+36%	+$589K	0.47%	46
2020 Q3	$1.56M	Buy	56,136 +33,525	+148%	+$918K	0.36%	69
2020 Q2	$575K	Buy	+22,611	New	+$545K	0.14%	203
2020 Q1	–	Sell	-2,271	Closed	-$60K	–	650
2019 Q4	$60K	Buy	+2,271	New	+$57.1K	0.01%	505

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

Institute for Wealth Management's SPYX Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 24% in Q2 2026, selling an estimated $63.5K and leaving 3,460 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #506.

Institute for Wealth Management first reported a position in SPYX in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.2M in Q3 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Institute for Wealth Management held 3,460 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $211K as of Q2 2026.
Institute for Wealth Management sold 1,070 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $63.5K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #506 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2019 and has held it in 26 quarters since.
Institute for Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $7.2M in Q3 2025.
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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.