Matrix Asset Advisors
SPYX icon

Matrix Asset Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Matrix Asset Advisors’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
Q3 		$843K Buy
13,499
+114
+0.9% +$7.1K 0.07% 65
2026
Q2 		$818K Buy
13,385
+881
+7% +$52.3K 0.07% 67
2026
Q1 		$663K Sell
12,504
-519
-4% -$28.9K 0.06% 68
2025
Q4 		$732K Hold
13,023
– – 0.07% 67
2025
Q3 		$714K Sell
13,023
-325
-2% -$17.1K 0.07% 67
2025
Q2 		$680K Hold
13,348
– – 0.07% 66
2025
Q1 		$611K Sell
13,348
-706
-5% -$34.1K 0.07% 65
2024
Q4 		$677K Buy
14,054
+2,270
+19% +$110K 0.07% 65
2024
Q3 		$557K Buy
11,784
+2,087
+22% +$94.7K 0.06% 65
2024
Q2 		$432K Sell
9,697
-675
-7% -$28.9K 0.05% 72
2024
Q1 		$444K Sell
10,372
-239
-2% -$9.7K 0.05% 69
2023
Q4 		$412K Sell
10,611
-126
-1% -$4.58K 0.05% 68
2023
Q3 		$373K Sell
10,737
-129
-1% -$4.67K 0.05% 69
2023
Q2 		$393K Buy
10,866
+210
+2% +$7.17K 0.05% 74
2023
Q1 		$354K Buy
10,656
+93
+0.9% +$3.01K 0.05% 71
2022
Q4 		$329K Hold
10,563
– – 0.05% 75
2022
Q3 		$307K Sell
10,563
-405
-4% -$13.1K 0.05% 72
2022
Q2 		$337K Buy
10,968
+1,455
+15% +$48.5K 0.05% 74
2022
Q1 		$352K Buy
+9,513
New +$347K 0.05% 71
2021
Q3 		– Sell
-5,814
Closed -$206K – 83
2021
Q2 		$206K Buy
+5,814
New +$200K 0.03% 78

Other funds holding SPYX

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Investment Research & Advisory Group
Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Boyd Wealth Management
Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return

Matrix Asset Advisors's SPYX Position: Q3 2026 in Review

Matrix Asset Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.85% in Q3 2026, buying an estimated $7.1K and bringing the position to 13,499 shares worth $843K. The position accounts for 0.07% of the portfolio, ranked #65.

Matrix Asset Advisors first reported a position in SPYX in Q2 2021 and has held it in 20 quarters since. 75 funds tracked by Wall St. Rank hold SPYX as of Q3 2026.

  • Matrix Asset Advisors held 13,499 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $843K as of Q3 2026.
  • Matrix Asset Advisors bought 114 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2026, an estimated $7.1K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of Matrix Asset Advisors's portfolio in Q3 2026, its #65 holding.
  • Matrix Asset Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 20 quarters since.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.