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

Operose 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 		$1.82M Buy
29,797
+1,418
+5% +$84.1K 0.35% 38
2026
Q1 		$1.5M Buy
28,379
+6,822
+32% +$380K 0.35% 37
2025
Q4 		$1.21M Buy
21,557
+6,202
+40% +$345K 0.28% 47
2025
Q3 		$842K Buy
15,355
+1,819
+13% +$95.9K 0.21% 58
2025
Q2 		$689K Sell
13,536
-2,344
-15% -$110K 0.19% 62
2025
Q1 		$727K Sell
15,880
-2,680
-14% -$129K 0.24% 63
2024
Q4 		$894K Sell
18,560
-1,378
-7% -$66.6K 0.31% 46
2024
Q3 		$942K Buy
19,938
+48
+0.2% +$2.18K 0.3% 43
2024
Q2 		$887K Buy
19,890
+52
+0.3% +$2.23K 0.31% 41
2024
Q1 		$849K Buy
19,838
+4,947
+33% +$202K 0.29% 45
2023
Q4 		$578K Buy
14,891
+6,500
+77% +$236K 0.23% 47
2023
Q3 		$291K Buy
8,391
+2,741
+49% +$99.3K 0.12% 89
2023
Q2 		$204K Buy
5,650
+1,517
+37% +$51.8K 0.09% 82
2023
Q1 		$137K Sell
4,133
-772
-16% -$25K 0.07% 97
2022
Q4 		$153K Sell
4,905
-153
-3% -$4.75K 0.08% 87
2022
Q3 		$147K Buy
5,058
+21
+0.4% +$679 0.1% 76
2022
Q2 		$155K Buy
5,037
+18
+0.4% +$600 0.11% 70
2022
Q1 		$186K Buy
+5,019
New +$183K 0.13% 68

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

Operose Advisors's SPYX Position: Q2 2026 in Review

Operose Advisors increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 5% in Q2 2026, buying an estimated $84.1K and bringing the position to 29,797 shares worth $1.82M. The position accounts for 0.35% of the portfolio, ranked #38.

Operose Advisors first reported a position in SPYX in Q1 2022 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Operose Advisors held 29,797 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.82M as of Q2 2026.
  • Operose Advisors bought 1,418 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $84.1K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.35% of Operose Advisors's portfolio in Q2 2026, its #38 holding.
  • Operose Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2022 and has held it in 18 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 Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.