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

Key Financial Inc’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	$277K	Hold	4,540	–	–	0.05%	259
2026 Q1	$241K	Hold	4,540	–	–	0.04%	263
2025 Q4	$255K	Hold	4,540	–	–	0.05%	255
2025 Q3	$250K	Hold	4,540	–	–	0.05%	257
2025 Q2	$231K	Hold	4,540	–	–	0.05%	259
2025 Q1	$208K	Hold	4,540	–	–	0.05%	261
2024 Q4	$219K	Hold	4,540	–	–	0.05%	242
2024 Q3	$215K	Buy	+4,540	New	+$206K	0.05%	243

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

Key Financial Inc's SPYX Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 4,540 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #259.

Key Financial Inc first reported a position in SPYX in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Key Financial Inc held 4,540 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $277K as of Q2 2026.
Key Financial Inc left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #259 holding.
Key Financial Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.