Kestra Advisory Services’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Kestra Advisory Services’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	$1.19M	Buy	22,484 +1,532	+7%	+$85.4K	﹤0.01%	1608
2025 Q4	$1.18M	Buy	20,952 +8,471	+68%	+$472K	﹤0.01%	1544
2025 Q3	$685K	Sell	12,481 -859	-6%	-$45.3K	﹤0.01%	1855
2025 Q2	$679K	Buy	13,340 +7,400	+125%	+$348K	﹤0.01%	1754
2025 Q1	$272K	Sell	5,940 -6,420	-52%	-$310K	﹤0.01%	2239
2024 Q4	$595K	Buy	12,360 +6,097	+97%	+$295K	﹤0.01%	1760
2024 Q3	$296K	Sell	6,263 -6,076	-49%	-$276K	﹤0.01%	2098
2024 Q2	$550K	Buy	12,339 +5	+0%	+$214	﹤0.01%	1716
2024 Q1	$528K	Buy	12,334 +6,089	+98%	+$248K	﹤0.01%	1629
2023 Q4	$242K	Buy	+6,245	New	+$227K	﹤0.01%	1988
2023 Q1	–	Sell	-678,363	Closed	-$21.1M	–	2294
2022 Q4	$21.1M	Buy	+678,363	New	+$21.1M	0.19%	123
2022 Q3	–	Sell	-113,931	Closed	-$3.5M	–	2233
2022 Q2	$3.5M	Buy	+113,931	New	+$3.8M	0.04%	468
2021 Q1	–	Sell	-37,725	Closed	-$1.16M	–	2048
2020 Q4	$1.16M	Buy	+37,725	New	+$1.11M	0.01%	803

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Kestra Advisory Services's SPYX Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 7.3% in Q1 2026, buying an estimated $85.4K and bringing the position to 22,484 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Kestra Advisory Services first reported a position in SPYX in Q4 2020 and has held it in 13 quarters since. The position peaked at $21.1M in Q4 2022. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Kestra Advisory Services held 22,484 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.19M as of Q1 2026.
Kestra Advisory Services bought 1,532 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $85.4K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1608 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 13 quarters since.
Kestra Advisory Services's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $21.1M in Q4 2022.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.