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

Mount Yale 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 Q1	$2.63M	Buy	+49,590	New	+$2.76M	0.06%	317

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 $609B AUM 40.19% 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 $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.06B AUM 24.94% 1-Year Est. Return

Mount Yale Investment Advisors's SPYX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2026: 49,590 shares worth $2.63M. The stake represents 0.06% of the portfolio and ranks #317 among its holdings.

250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Mount Yale Investment Advisors held 49,590 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $2.63M as of Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF was a new Mount Yale Investment Advisors position in Q1 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #317 holding.
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 Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.