Rothschild Investment LLC’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Rothschild Investment LLC’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	$110K	Sell	1,800 -120	-6%	-$7.12K	﹤0.01%	1022
2026 Q1	$102K	Hold	1,920	–	–	0.01%	878
2025 Q4	$108K	Hold	1,920	–	–	0.01%	787
2025 Q3	$105K	Hold	1,920	–	–	0.01%	784
2025 Q2	$97.8K	Hold	1,920	–	–	0.01%	647
2025 Q1	$87.8K	Hold	1,920	–	–	0.01%	655
2024 Q4	$92.4K	Hold	1,920	–	–	0.01%	658
2024 Q3	$90.7K	Hold	1,920	–	–	0.01%	666
2024 Q2	$85.6K	Hold	1,920	–	–	0.01%	648
2024 Q1	$82.2K	Sell	1,920 -300	-14%	-$12.2K	0.01%	636
2023 Q4	$86.2K	Buy	+2,220	New	+$80.7K	0.01%	560

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

Rothschild Investment LLC's SPYX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 6.3% in Q2 2026, selling an estimated $7.12K and leaving 1,800 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Rothschild Investment LLC first reported a position in SPYX in Q4 2023 and has held it in 11 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Rothschild Investment LLC held 1,800 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $110K as of Q2 2026.
Rothschild Investment LLC sold 120 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $7.12K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1022 holding.
Rothschild Investment LLC 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.
270 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.