Jones Financial Companies
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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
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
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CIA
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return