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 Q2	$8.73M	Sell	164,718 -4,732	-3%	-$281K	1.5%	10
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 $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

Retirement Income Solutions's SPYX Position: Q2 2026 in Review

Retirement Income Solutions reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.8% in Q2 2026, selling an estimated $281K and leaving 164,718 shares worth $8.73M. The position accounts for 1.5% of the portfolio, ranked #10.

Retirement Income Solutions first reported a position in SPYX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q1 2022. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Retirement Income Solutions held 164,718 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $8.73M as of Q2 2026.
Retirement Income Solutions sold 4,732 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $281K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 1.5% of Retirement Income Solutions's portfolio in Q2 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 27 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.
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 Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.