NorthRock Partners’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

NorthRock Partners’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	$443K	Buy	7,247 +25	+0.3%	+$1.48K	0.01%	461
2026 Q1	$383K	Buy	7,222 +68	+1%	+$3.79K	0.01%	466
2025 Q4	$402K	Hold	7,154	–	–	0.01%	413
2025 Q3	$392K	Hold	7,154	–	–	0.01%	609
2025 Q2	$364K	Hold	7,154	–	–	0.01%	483
2025 Q1	$327K	Buy	7,154 +13	+0.2%	+$627	0.01%	454
2024 Q4	$344K	Hold	7,141	–	–	0.01%	439
2024 Q3	$337K	Hold	7,141	–	–	0.01%	460
2024 Q2	$318K	Buy	7,141 +13	+0.2%	+$556	0.01%	456
2024 Q1	$305K	Hold	7,128	–	–	0.01%	477
2023 Q4	$277K	Buy	+7,128	New	+$259K	0.01%	472
2022 Q4	–	Sell	-7,053	Closed	-$205K	–	353
2022 Q3	$205K	Buy	+7,053	New	+$228K	0.02%	283
2022 Q2	–	Sell	-5,859	Closed	-$217K	–	345
2022 Q1	$217K	Sell	5,859 -516	-8%	-$18.8K	0.02%	308
2021 Q4	$250K	Buy	+6,375	New	+$241K	0.02%	274

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

NorthRock Partners's SPYX Position: Q2 2026 in Review

NorthRock Partners increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.35% in Q2 2026, buying an estimated $1.48K and bringing the position to 7,247 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #461.

NorthRock Partners first reported a position in SPYX in Q4 2021 and has held it in 14 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

NorthRock Partners held 7,247 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $443K as of Q2 2026.
NorthRock Partners bought 25 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $1.48K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #461 holding.
NorthRock Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2021 and has held it in 14 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 NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.