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

Rollins Financial 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	$494K	Hold	8,079	–	–	0.07%	113
2026 Q1	$428K	Hold	8,079	–	–	0.07%	112
2025 Q4	$454K	Hold	8,079	–	–	0.07%	106
2025 Q3	$443K	Hold	8,079	–	–	0.07%	96
2025 Q2	$411K	Hold	8,079	–	–	0.07%	88
2025 Q1	$370K	Buy	8,079 +24	+0.3%	+$1.16K	0.06%	90
2024 Q4	$388K	Hold	8,055	–	–	0.06%	91
2024 Q3	$381K	Hold	8,055	–	–	0.06%	92
2024 Q2	$359K	Hold	8,055	–	–	0.06%	90
2024 Q1	$345K	Hold	8,055	–	–	0.06%	86
2023 Q4	$313K	Buy	+8,055	New	+$293K	0.07%	80

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

Rollins Financial Advisors's SPYX Position: Q2 2026 in Review

Rollins Financial Advisors held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 8,079 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #113.

Rollins Financial Advisors first reported a position in SPYX in Q4 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Rollins Financial Advisors held 8,079 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $494K as of Q2 2026.
Rollins Financial Advisors left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q2 2026, its #113 holding.
Rollins Financial Advisors first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 11 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 Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.