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Integrated Wealth Concepts’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Integrated Wealth Concepts’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 		$517K Hold
8,461
– – ﹤0.01% 1630
2026
Q1 		$449K Hold
8,461
– – ﹤0.01% 1606
2025
Q4 		$475K Buy
+8,461
New +$471K 0.01% 1121

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

Integrated Wealth Concepts's SPYX Position: Q2 2026 in Review

Integrated Wealth Concepts held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 8,461 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Integrated Wealth Concepts first reported a position in SPYX in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Integrated Wealth Concepts held 8,461 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $517K as of Q2 2026.
  • Integrated Wealth Concepts left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1630 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.