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

PFG Investments’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	$1.56M	Buy	25,553 +1,036	+4%	+$61.5K	0.06%	281
2026 Q1	$1.3M	Sell	24,517 -313	-1%	-$17.4K	0.06%	293
2025 Q4	$1.4M	Sell	24,830 -457	-2%	-$25.4K	0.07%	263
2025 Q3	$1.39M	Sell	25,287 -316	-1%	-$16.7K	0.07%	246
2025 Q2	$1.3M	Sell	25,603 -597	-2%	-$28K	0.08%	237
2025 Q1	$1.2M	Buy	26,200 +179	+0.7%	+$8.64K	0.08%	255
2024 Q4	$1.25M	Sell	26,021 -1,533	-6%	-$74.1K	0.08%	239
2024 Q3	$1.3M	Sell	27,554 -2,046	-7%	-$92.8K	0.08%	231
2024 Q2	$1.32M	Buy	29,600 +5,318	+22%	+$228K	0.09%	206
2024 Q1	$1.04M	Buy	24,282 +9,376	+63%	+$382K	0.06%	325
2023 Q4	$579K	Sell	14,906 -84	-0.6%	-$3.05K	0.11%	215
2023 Q3	$521K	Buy	14,990 +115	+0.8%	+$4.17K	0.1%	220
2023 Q2	$538K	Buy	14,875 +60	+0.4%	+$2.05K	0.1%	226
2023 Q1	$492K	Buy	+14,815	New	+$479K	0.1%	236

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

PFG Investments's SPYX Position: Q2 2026 in Review

PFG Investments increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 4.2% in Q2 2026, buying an estimated $61.5K and bringing the position to 25,553 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #281.

PFG Investments first reported a position in SPYX in Q1 2023 and has held it in 14 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

PFG Investments held 25,553 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.56M as of Q2 2026.
PFG Investments bought 1,036 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $61.5K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #281 holding.
PFG Investments first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2023 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.