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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
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% -$9.74K 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

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

Matrix Asset Advisors's SPYX Position: Q2 2026 in Review

Matrix Asset Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 7% in Q2 2026, buying an estimated $52.3K and bringing the position to 13,385 shares worth $818K. The position accounts for 0.07% of the portfolio, ranked #67.

Matrix Asset Advisors first reported a position in SPYX in Q2 2021 and has held it in 19 quarters since. 37 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Matrix Asset Advisors held 13,385 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $818K as of Q2 2026.
  • Matrix Asset Advisors bought 881 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $52.3K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of Matrix Asset Advisors's portfolio in Q2 2026, its #67 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 19 quarters since.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.