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

Osaic Holdings’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	$3.04M	Buy	49,769 +4,329	+10%	+$257K	﹤0.01%	1943
2026 Q1	$2.41M	Sell	45,440 -661	-1%	-$36.8K	﹤0.01%	1926
2025 Q4	$2.59M	Buy	46,101 +14,392	+45%	+$801K	﹤0.01%	1869
2025 Q3	$1.69M	Sell	31,709 -804	-2%	-$42.4K	﹤0.01%	2315
2025 Q2	$1.66M	Sell	32,513 -6,791	-17%	-$319K	﹤0.01%	2062
2025 Q1	$1.8M	Buy	39,304 +5,295	+16%	+$255K	﹤0.01%	1747
2024 Q4	$1.64M	Sell	34,009 -223	-0.7%	-$10.8K	﹤0.01%	1815
2024 Q3	$1.62M	Buy	34,232 +726	+2%	+$32.9K	﹤0.01%	1884
2024 Q2	$1.49M	Sell	33,506 -5,840	-15%	-$250K	﹤0.01%	1849
2024 Q1	$1.68M	Sell	39,346 -1,524	-4%	-$62.1K	﹤0.01%	1827
2023 Q4	$1.59M	Sell	40,870 -36,921	-47%	-$1.34M	﹤0.01%	2056
2023 Q3	$2.7M	Sell	77,791 -3,288	-4%	-$119K	﹤0.01%	1737
2023 Q2	$2.93M	Buy	81,079 +24,097	+42%	+$823K	0.01%	1550
2023 Q1	$1.89M	Sell	56,982 -26,388	-32%	-$854K	﹤0.01%	1867
2022 Q4	$1.66M	Buy	83,370 +29,397	+54%	+$914K	﹤0.01%	1911
2022 Q3	$1.57M	Sell	53,973 -2,841	-5%	-$91.9K	﹤0.01%	1818
2022 Q2	$1.75M	Buy	56,814 +261	+0.5%	+$8.71K	﹤0.01%	1763
2022 Q1	$2.06M	Buy	56,553 +7,047	+14%	+$257K	﹤0.01%	1894
2021 Q4	$1.94M	Buy	49,506 +489	+1%	+$18.5K	﹤0.01%	1801
2021 Q3	$1.74M	Sell	49,017 -132	-0.3%	-$4.81K	﹤0.01%	1841
2021 Q2	$1.74M	Sell	49,149 -57,759	-54%	-$1.99M	﹤0.01%	1843
2021 Q1	$3.5M	Buy	106,908 +30,459	+40%	+$969K	0.01%	1179
2020 Q4	$2.37M	Sell	76,449 -4,179	-5%	-$123K	0.01%	1313
2020 Q3	$2.25M	Buy	80,628 +33,861	+72%	+$928K	0.01%	1232
2020 Q2	$1.19M	Sell	46,767 -439,206	-90%	-$10.6M	﹤0.01%	1629
2020 Q1	$579K	Buy	+485,973	New	+$12.2M	﹤0.01%	1959

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

Osaic Holdings's SPYX Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 9.5% in Q2 2026, buying an estimated $257K and bringing the position to 49,769 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Osaic Holdings first reported a position in SPYX in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.5M in Q1 2021. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Osaic Holdings held 49,769 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $3.04M as of Q2 2026.
Osaic Holdings bought 4,329 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $257K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1943 holding.
Osaic Holdings first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $3.5M in Q1 2021.
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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.