PCIG
SPYX icon

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

Partners Capital Investment Group’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 		$17.8M Sell
291,227
-65,958
-18% -$3.91M 0.63% 28
2026
Q1 		$18.9M Buy
357,185
+863
+0.2% +$48.1K 0.71% 26
2025
Q4 		$20M Buy
356,322
+70,829
+25% +$3.94M 0.75% 22
2025
Q3 		$15.7M Buy
285,493
+93,416
+49% +$4.93M 0.62% 28
2025
Q2 		$9.78M Sell
192,077
-647,508
-77% -$30.4M 0.39% 36
2025
Q1 		$38.4M Buy
839,585
+239,534
+40% +$11.6M 0.65% 30
2024
Q4 		$28.9M Sell
600,051
-306,543
-34% -$14.8M 0.8% 29
2024
Q3 		$42.8M Buy
906,594
+170,440
+23% +$7.73M 0.68% 30
2024
Q2 		$32.9M Buy
736,154
+489,169
+198% +$20.9M 0.56% 32
2024
Q1 		$10.6M Sell
246,985
-193,157
-44% -$7.87M 0.29% 48
2023
Q4 		$17.1M Buy
440,142
+173,157
+65% +$6.29M 0.37% 39
2023
Q3 		$9.27M Buy
266,985
+62,669
+31% +$2.27M 0.22% 72
2023
Q2 		$7.39M Sell
204,316
-225,845
-53% -$7.71M 0.16% 91
2023
Q1 		$14.3M Sell
430,161
-146,397
-25% -$4.74M 0.61% 35
2022
Q4 		$5.98M Buy
576,558
+289,932
+101% +$9.01M 0.29% 72
2022
Q3 		$8.33M Buy
286,626
+151,683
+112% +$4.9M 0.49% 54
2022
Q2 		$4.15M Hold
134,943
– – 0.28% 59
2022
Q1 		$4.99M Buy
134,943
+114,582
+563% +$4.18M 0.25% 69
2021
Q4 		$799K Sell
20,361
-18,129
-47% -$687K 0.04% 102
2021
Q3 		$1.36M Buy
+38,490
New +$1.4M 0.06% 94
2021
Q2 		– Sell
-21,495
Closed -$704K – 150
2021
Q1 		$704K Sell
21,495
-64,371
-75% -$2.05M 0.03% 129
2020
Q4 		$2.66M Sell
85,866
-8,262
-9% -$243K 0.08% 101
2020
Q3 		$2.62M Buy
94,128
+7,110
+8% +$195K 0.16% 73
2020
Q2 		$2.21M Sell
87,018
-19,422
-18% -$468K 0.11% 72
2020
Q1 		$2.27M Sell
106,440
-19,080
-15% -$478K 0.15% 68
2019
Q4 		$3.3M Hold
125,520
– – 0.25% 63
2019
Q3 		$3.04M Hold
125,520
– – 0.26% 59
2019
Q2 		$2.99M Hold
125,520
– – 0.3% 60
2019
Q1 		$2.85M Buy
125,520
+98,220
+360% +$2.16M 0.28% 56
2018
Q4 		$555K Buy
+27,300
New +$596K 0.07% 67

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

Partners Capital Investment Group's SPYX Position: Q2 2026 in Review

Partners Capital Investment Group reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 18% in Q2 2026, selling an estimated $3.91M and leaving 291,227 shares worth $17.8M. The position accounts for 0.63% of the portfolio, ranked #28.

Partners Capital Investment Group first reported a position in SPYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $42.8M in Q3 2024. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • Partners Capital Investment Group held 291,227 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $17.8M as of Q2 2026.
  • Partners Capital Investment Group sold 65,958 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $3.91M.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.63% of Partners Capital Investment Group's portfolio in Q2 2026, its #28 holding.
  • Partners Capital Investment Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2018 and has held it in 30 quarters since.
  • Partners Capital Investment Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $42.8M in Q3 2024.
  • 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 Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.