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

Ironwood Financial’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 		$343K Sell
5,577
-284
-5% -$16.8K 0.05% 140
2026
Q1 		$311K Buy
5,861
+1
+0% +$56 0.05% 132
2025
Q4 		$335K Buy
5,860
+18
+0.3% +$1K 0.06% 134
2025
Q3 		$320K Sell
5,842
-451
-7% -$23.8K 0.06% 139
2025
Q2 		$288K Hold
6,293
– – 0.06% 133
2025
Q1 		$288K Buy
6,293
+68
+1% +$3.28K 0.06% 133
2024
Q4 		$300K Sell
6,225
-3,127
-33% -$151K 0.06% 133
2024
Q3 		$442K Sell
9,352
-146
-2% -$6.62K 0.09% 111
2024
Q2 		$424K Sell
9,498
-162
-2% -$6.93K 0.1% 114
2024
Q1 		$413K Sell
9,660
-7
-0.1% -$285 0.1% 116
2023
Q4 		$375K Buy
9,667
+241
+3% +$8.76K 0.09% 113
2023
Q3 		$327K Buy
9,426
+55
+0.6% +$1.99K 0.09% 110
2023
Q2 		$339K Sell
9,371
-2,077
-18% -$70.9K 0.09% 114
2023
Q1 		$381K Hold
11,448
– – 0.11% 105
2022
Q4 		$356K Buy
11,448
+36
+0.3% +$1.12K 0.11% 105
2022
Q3 		$332K Buy
11,412
+267
+2% +$8.63K 0.11% 89
2022
Q2 		$343K Buy
11,145
+81
+0.7% +$2.7K 0.11% 91
2022
Q1 		$409K Buy
11,064
+627
+6% +$22.9K 0.12% 88
2021
Q4 		$409K Buy
10,437
+651
+7% +$24.7K 0.11% 92
2021
Q3 		$347K Buy
9,786
+570
+6% +$20.8K 0.1% 94
2021
Q2 		$326K Buy
9,216
+150
+2% +$5.17K 0.1% 91
2021
Q1 		$297K Buy
9,066
+1,518
+20% +$48.3K 0.1% 92
2020
Q4 		$234K Buy
7,548
+381
+5% +$11.2K 0.09% 94
2020
Q3 		$200K Hold
7,167
– – 0.1% 60
2020
Q2 		$182K Buy
7,167
+501
+8% +$12.1K 0.1% 58
2020
Q1 		$142K Sell
6,666
-4,470
-40% -$112K 0.1% 46
2019
Q4 		$293K Sell
11,136
-843
-7% -$21.2K 0.13% 42
2019
Q3 		$290K Hold
11,979
– – 0.14% 43
2019
Q2 		$286K Sell
11,979
-225
-2% -$5.26K 0.14% 44
2019
Q1 		$278K Sell
12,204
-570
-4% -$12.5K 0.14% 46
2018
Q4 		$259K Buy
12,774
+765
+6% +$16.7K 0.15% 44
2018
Q3 		$283K Buy
12,009
+1,113
+10% +$25.7K 0.15% 47
2018
Q2 		$239K Buy
10,896
+4,185
+62% +$91.4K 0.14% 41
2018
Q1 		$144K Buy
+6,711
New +$149K 0.16% 44

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

Ironwood Financial's SPYX Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 4.8% in Q2 2026, selling an estimated $16.8K and leaving 5,577 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #140.

Ironwood Financial first reported a position in SPYX in Q1 2018 and has held it in 34 quarters since. The position peaked at $442K in Q3 2024. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Ironwood Financial held 5,577 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $343K as of Q2 2026.
  • Ironwood Financial sold 284 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $16.8K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #140 holding.
  • Ironwood Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2018 and has held it in 34 quarters since.
  • Ironwood Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $442K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.