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

Jones Financial Companies’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	$2.42M	Buy	40,447 +16,248	+67%	+$964K	﹤0.01%	1489
2026 Q1	$1.25M	Buy	24,199 +6,175	+34%	+$344K	﹤0.01%	1624
2025 Q4	$1.01M	Sell	18,024 -1,884	-9%	-$105K	﹤0.01%	1228
2025 Q3	$1.08M	Sell	19,908 -57	-0.3%	-$3.01K	﹤0.01%	1100
2025 Q2	$1.01M	Buy	19,965 +3,557	+22%	+$167K	﹤0.01%	1006
2025 Q1	$747K	Buy	16,408 +3,962	+32%	+$191K	﹤0.01%	977
2024 Q4	$599K	Buy	12,446 +5,379	+76%	+$260K	﹤0.01%	927
2024 Q3	$332K	Buy	7,067 +2,334	+49%	+$106K	﹤0.01%	970
2024 Q2	$211K	Buy	+4,733	New	+$203K	﹤0.01%	817

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

Jones Financial Companies's SPYX Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 67% in Q2 2026, buying an estimated $964K and bringing the position to 40,447 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Jones Financial Companies first reported a position in SPYX in Q2 2024 and has held it in 9 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Jones Financial Companies held 40,447 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.42M as of Q2 2026.
Jones Financial Companies bought 16,248 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $964K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1489 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2024 and has held it in 9 quarters since.
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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.