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

Rockingstone Advisors’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	$263K	Sell	4,300 -425	-9%	-$25.2K	0.11%	101
2026 Q1	$251K	Hold	4,725	–	–	0.12%	104
2025 Q4	$265K	Buy	4,725 +445	+10%	+$24.8K	0.12%	100
2025 Q3	$235K	Sell	4,280 -230	-5%	-$12.1K	0.12%	100
2025 Q2	$230K	Hold	4,510	–	–	0.12%	99
2025 Q1	$206K	Sell	4,510 -3,165	-41%	-$153K	0.09%	100
2024 Q4	$370K	Sell	7,675 -165	-2%	-$7.98K	0.16%	90
2024 Q3	$370K	Hold	7,840	–	–	0.18%	87
2024 Q2	$350K	Hold	7,840	–	–	0.18%	91
2024 Q1	$336K	Hold	7,840	–	–	0.17%	95
2023 Q4	$304K	Sell	7,840 -2,400	-23%	-$87.2K	0.17%	93
2023 Q3	$356K	Hold	10,240	–	–	0.2%	96
2023 Q2	$370K	Hold	10,240	–	–	0.21%	89
2023 Q1	$340K	Sell	10,240 -1,565	-13%	-$50.6K	0.21%	90
2022 Q4	$367K	Buy	+11,805	New	+$367K	0.27%	82

Other funds holding SPYX

GAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

IRAG

Investment Research & Advisory Group Atlanta, Georgia $324M AUM 22.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockingstone Advisors's SPYX Position: Q2 2026 in Review

Rockingstone Advisors reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 9% in Q2 2026, selling an estimated $25.2K and leaving 4,300 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #101.

Rockingstone Advisors first reported a position in SPYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $370K in Q3 2024. 102 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Rockingstone Advisors held 4,300 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $263K as of Q2 2026.
Rockingstone Advisors sold 425 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $25.2K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.11% of Rockingstone Advisors's portfolio in Q2 2026, its #101 holding.
Rockingstone Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2022 and has held it in 15 quarters since.
Rockingstone Advisors's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $370K in Q3 2024.
102 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.