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Retirement Income Solutions’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Retirement Income Solutions’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 		$8.99M Sell
169,450
-3,623
-2% -$202K 1.54% 10
2025
Q4 		$9.72M Buy
173,073
+88
+0.1% +$4.9K 1.65% 10
2025
Q3 		$9.49M Sell
172,985
-5,095
-3% -$269K 1.62% 10
2025
Q2 		$9.07M Sell
178,080
-13,050
-7% -$613K 1.66% 9
2025
Q1 		$8.74M Sell
191,130
-6,432
-3% -$310K 1.83% 7
2024
Q4 		$9.51M Sell
197,562
-1,642
-0.8% -$79.4K 1.92% 7
2024
Q3 		$9.41M Sell
199,204
-7,557
-4% -$343K 2.15% 7
2024
Q2 		$9.22M Sell
206,761
-81,904
-28% -$3.51M 2.23% 7
2024
Q1 		$12.4M Sell
288,665
-5,612
-2% -$229K 2.8% 7
2023
Q4 		$11.4M Sell
294,277
-4,336
-1% -$158K 2.84% 7
2023
Q3 		$10.4M Sell
298,613
-6,620
-2% -$240K 2.9% 7
2023
Q2 		$11M Buy
305,233
+498
+0.2% +$17K 2.96% 6
2023
Q1 		$10.1M Sell
304,735
-3,050
-1% -$98.7K 2.95% 8
2022
Q4 		$9.58M Buy
307,785
+6,624
+2% +$206K 3.04% 8
2022
Q3 		$8.87M Sell
301,161
-1,548
-0.5% -$50.1K 3.19% 7
2022
Q2 		$9.31M Sell
302,709
-34,671
-10% -$1.16M 3.32% 7
2022
Q1 		$12.5M Buy
337,380
+34,926
+12% +$1.28M 3.45% 8
2021
Q4 		$11.9M Buy
302,454
+88,047
+41% +$3.34M 3.17% 8
2021
Q3 		$7.59M Sell
214,407
-522
-0.2% -$19K 2.54% 10
2021
Q2 		$7.6M Sell
214,929
-6,147
-3% -$212K 2.6% 10
2021
Q1 		$7.24M Buy
221,076
+5,277
+2% +$168K 2.49% 10
2020
Q4 		$6.69M Buy
215,799
+49,233
+30% +$1.45M 2.42% 11
2020
Q3 		$4.64M Buy
166,566
+11,070
+7% +$303K 2.05% 13
2020
Q2 		$3.96M Buy
155,496
+126,249
+432% +$3.04M 1.67% 12
2020
Q1 		$623K Buy
29,247
+5,685
+24% +$142K 0.35% 33
2019
Q4 		$619K Buy
+23,562
New +$593K 0.26% 43

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Retirement Income Solutions's SPYX Position: Q1 2026 in Review

Retirement Income Solutions reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.1% in Q1 2026, selling an estimated $202K and leaving 169,450 shares worth $8.99M. The position accounts for 1.54% of the portfolio, ranked #10.

Retirement Income Solutions first reported a position in SPYX in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.5M in Q1 2022. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Retirement Income Solutions held 169,450 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $8.99M as of Q1 2026.
  • Retirement Income Solutions sold 3,623 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $202K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 1.54% of Retirement Income Solutions's portfolio in Q1 2026, its #10 holding.
  • Retirement Income Solutions first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2019 and has held it in 26 quarters since.
  • Retirement Income Solutions's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $12.5M in Q1 2022.
  • 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 Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.