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Investment Research & Advisory Group’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Investment Research & Advisory Group’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 		$2.41M Buy
3,231
+7
+0.2% +$415 0.75% 35
2026
Q1 		$2.1M Buy
3,224
+404
+14% +$22.5K 0.73% 34
2025
Q4 		$1.92M Sell
2,820
-53
-2% -$2.95K 0.64% 34
2025
Q3 		$1.91M Sell
2,873
-47
-2% -$2.48K 0.65% 35
2025
Q2 		$1.8M Buy
2,920
+75
+3% +$3.52K 0.67% 35
2025
Q1 		$1.59M Buy
2,845
+2
+0.1% +$97 0.66% 39
2024
Q4 		$1.67M Sell
2,843
-166
-6% -$8.03K 0.69% 38
2024
Q3 		$1.73M Sell
3,009
-61
-2% -$2.77K 0.73% 37
2024
Q2 		$1.67M Sell
3,070
-75
-2% -$3.21K 0.74% 38
2024
Q1 		$1.65M Sell
3,145
-195
-6% -$7.95K 0.76% 38
2023
Q4 		$1.59M Sell
3,340
-35
-1% -$1.27K 0.81% 35
2023
Q3 		$1.44M Sell
3,375
-1
-0% -$36 0.82% 37
2023
Q2 		$1.5M Sell
3,376
-249
-7% -$8.5K 0.87% 35
2023
Q1 		$1.48M Sell
3,625
-12,359
-77% -$400K 0.95% 33
2022
Q4 		$2.04M Buy
15,984
+2,862
+22% +$88.9K 1.34% 23
2022
Q3 		$1.56M Sell
13,122
-1,014
-7% -$32.8K 1.17% 29
2022
Q2 		$1.78M Sell
14,136
-810
-5% -$27K 1.29% 27
2022
Q1 		$2.25M Hold
14,946
– – 1.41% 21
2021
Q4 		$2.37M Sell
14,946
-354
-2% -$13.4K 1.44% 21
2021
Q3 		$2.2M Hold
15,300
– – 1.45% 21
2021
Q2 		$2.18M Buy
15,300
+2,295
+18% +$79.1K 1.44% 22
2021
Q1 		$1.72M Sell
13,005
-405
-3% -$12.9K 1.26% 25
2020
Q4 		$1.67M Sell
13,410
-2,298
-15% -$67.5K 1.24% 26
2020
Q3 		$1.75M Sell
15,708
-927
-6% -$25.4K 1.46% 21
2020
Q2 		$1.7M Sell
16,635
-41,886
-72% -$1.01M 1.53% 19
2020
Q1 		$5.03M Buy
58,521
+54,957
+1,542% +$1.38M 4.66% 5
2019
Q4 		$382K Buy
+3,564
New +$89.7K 0.35% 36

Other funds holding SPYX

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Investment Research & Advisory Group's SPYX Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.22% in Q2 2026, buying an estimated $415 and bringing the position to 3,231 shares worth $2.41M. The position accounts for 0.75% of the portfolio, ranked #35.

Investment Research & Advisory Group first reported a position in SPYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.03M in Q1 2020. 88 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Investment Research & Advisory Group held 3,231 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.41M as of Q2 2026.
  • Investment Research & Advisory Group bought 7 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $415.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.75% of Investment Research & Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Investment Research & Advisory Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $5.03M in Q1 2020.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.