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

Rathbones 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 Q1	–	Sell	-336,612	Closed	-$18.9M	–	672
2025 Q4	$18.9M	Hold	336,612	–	–	0.07%	132
2025 Q3	$18.5M	Hold	336,612	–	–	0.08%	132
2025 Q2	$17.1M	Sell	336,612 -82,471	-20%	-$3.87M	0.07%	134
2025 Q1	$19.2M	Hold	419,083	–	–	0.09%	126
2024 Q4	$20.2M	Hold	419,083	–	–	0.1%	125
2024 Q3	$19.8M	Buy	419,083 +112	+0%	+$5.08K	0.1%	121
2024 Q2	$18.7M	Hold	418,971	–	–	0.1%	120
2024 Q1	$17.9M	Hold	418,971	–	–	0.1%	119
2023 Q4	$16.3M	Hold	418,971	–	–	0.1%	125
2023 Q3	$14.6M	Hold	418,971	–	–	0.11%	124
2023 Q2	$15.2M	Hold	418,971	–	–	0.14%	114
2023 Q1	$13.9M	Hold	418,971	–	–	0.14%	115
2022 Q4	$13M	Hold	418,971	–	–	0.15%	115
2022 Q3	$12.2M	Hold	418,971	–	–	0.15%	114
2022 Q2	$12.9M	Buy	418,971 +199,500	+91%	+$6.65M	0.15%	116
2022 Q1	$8.12M	Hold	219,471	–	–	0.08%	131
2021 Q4	$8.61M	Buy	219,471 +43,320	+25%	+$1.64M	0.08%	132
2021 Q3	$6.24M	Hold	176,151	–	–	0.07%	146
2021 Q2	$6.23M	Buy	176,151 +133,341	+311%	+$4.6M	0.07%	146
2021 Q1	$1.4M	Buy	+42,810	New	+$1.36M	0.02%	223

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Rathbones Group's SPYX Position: Q1 2026 in Review

Rathbones Group sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q1 2026, closing a stake of 336,612 shares — an estimated $18.9M sold.

Rathbones Group first reported a position in SPYX in Q1 2021 and held it in 20 quarters. The position peaked at $20.2M in Q4 2024. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

Rathbones Group reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q1 2026 after selling out during the quarter.
Rathbones Group sold 336,612 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $18.9M.
Rathbones Group first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 20 quarters.
Rathbones Group's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $20.2M in Q4 2024.
250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.