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

Rossby Financial’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 		$252K Buy
4,710
+53
+1% +$2.96K 0.05% 323
2025
Q4 		$262K Buy
4,657
+664
+17% +$37K 0.08% 226
2025
Q3 		$220K Buy
+3,993
New +$211K 0.07% 259

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

Rossby Financial's SPYX Position: Q1 2026 in Review

Rossby Financial increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.1% in Q1 2026, buying an estimated $2.96K and bringing the position to 4,710 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #323.

Rossby Financial first reported a position in SPYX in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Rossby Financial held 4,710 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $252K as of Q1 2026.
  • Rossby Financial bought 53 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $2.96K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.05% of Rossby Financial's portfolio in Q1 2026, its #323 holding.
  • Rossby Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and has held it in 3 quarters since.
  • Rossby Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $262K in Q4 2025.
  • 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.