P.J. Schmidt Investment Management (PJS)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$545K	Hold	8,925	–	–	0.08%	125
2026 Q1	$473K	Hold	8,925	–	–	0.08%	127
2025 Q4	$501K	Hold	8,925	–	–	0.08%	123
2025 Q3	$490K	Hold	8,925	–	–	0.08%	128
2025 Q2	$455K	Hold	8,925	–	–	0.08%	135
2025 Q1	$408K	Hold	8,925	–	–	0.07%	126
2024 Q4	$430K	Hold	8,925	–	–	0.07%	123
2024 Q3	$422K	Hold	8,925	–	–	0.07%	129
2024 Q2	$398K	Buy	8,925 +2,400	+37%	+$103K	0.07%	130
2024 Q1	$279K	Hold	6,525	–	–	0.05%	151
2023 Q4	$260K	Buy	6,525 +525	+9%	+$19.1K	0.05%	153
2023 Q3	$208K	Hold	6,000	–	–	0.04%	164
2023 Q2	$223K	Hold	6,000	–	–	0.04%	163
2023 Q1	$201K	Buy	+6,000	New	+$194K	0.04%	168
2022 Q3	–	Sell	-6,000	Closed	-$201K	–	178
2022 Q2	$201K	Hold	6,000	–	–	0.04%	167
2022 Q1	$202K	Hold	6,000	–	–	0.04%	166
2021 Q4	$222K	Hold	6,000	–	–	0.04%	167
2021 Q3	$226K	Hold	6,000	–	–	0.04%	165
2021 Q2	$218K	Hold	6,000	–	–	0.04%	168
2021 Q1	$208K	Buy	+6,000	New	+$191K	0.04%	167

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

P.J. Schmidt Investment Management (PJS)'s SPYX Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 8,925 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #125.

P.J. Schmidt Investment Management (PJS) first reported a position in SPYX in Q1 2021 and has held it in 20 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 8,925 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $545K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #125 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and has held it in 20 quarters since.
270 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.