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

Root Financial Partners’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
2025
Q4 		– Sell
-1,848
Closed -$101K – 2522
2025
Q3 		$101K Buy
+1,848
New +$97.5K 0.01% 447

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

Root Financial Partners's SPYX Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q4 2025, closing a stake of 1,848 shares — an estimated $101K sold.

Root Financial Partners first reported a position in SPYX in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 247 funds tracked by Wall St. Rank hold SPYX as of Q4 2025.

  • Root Financial Partners reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 1,848 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q4 2025, an estimated $101K.
  • Root Financial Partners first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $101K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.