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Moneta Group Investment Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Moneta Group Investment 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 		$903K Buy
14,778
+1,164
+9% +$69.1K 0.01% 417
2026
Q1 		$722K Buy
13,614
+29
+0.2% +$1.62K 0.01% 426
2025
Q4 		$763K Buy
13,585
+214
+2% +$11.9K 0.01% 408
2025
Q3 		$733K Buy
13,371
+722
+6% +$38.1K 0.01% 412
2025
Q2 		$644K Sell
12,649
-15
-0.1% -$705 0.01% 383
2025
Q1 		$579K Buy
12,664
+7
+0.1% +$338 0.01% 384
2024
Q4 		$609K Sell
12,657
-1,504
-11% -$72.7K 0.01% 365
2024
Q3 		$669K Sell
14,161
-608
-4% -$27.6K 0.01% 349
2024
Q2 		$659K Sell
14,769
-1,048
-7% -$44.9K 0.01% 334
2024
Q1 		$677K Sell
15,817
-5,356
-25% -$218K 0.01% 324
2023
Q4 		$822K Buy
21,173
+2,906
+16% +$106K 0.02% 264
2023
Q3 		$634K Buy
+18,267
New +$662K 0.01% 275
2022
Q3 		– Sell
-6,666
Closed -$205K – 462
2022
Q2 		$205K Sell
6,666
-4,251
-39% -$142K 0.01% 438
2022
Q1 		$404K Buy
10,917
+162
+2% +$5.92K 0.02% 319
2021
Q4 		$422K Buy
10,755
+786
+8% +$29.8K 0.02% 321
2021
Q3 		$353K Buy
9,969
+810
+9% +$29.5K 0.02% 335
2021
Q2 		$324K Buy
9,159
+849
+10% +$29.3K 0.01% 346
2021
Q1 		$272K Buy
8,310
+696
+9% +$22.1K 0.01% 356
2020
Q4 		$236K Buy
+7,614
New +$224K 0.02% 280

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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
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

Moneta Group Investment Advisors's SPYX Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 8.6% in Q2 2026, buying an estimated $69.1K and bringing the position to 14,778 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #417.

Moneta Group Investment Advisors first reported a position in SPYX in Q4 2020 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Moneta Group Investment Advisors held 14,778 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $903K as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,164 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $69.1K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #417 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 19 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 Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.