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

Sensible Financial Planning & Management’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 Q3	$21.7M	Buy	395,140 +9,583	+2%	+$505K	3.94%	9
2025 Q2	$19.6M	Sell	385,557 -1,298	-0.3%	-$61K	3.73%	9
2025 Q1	$17.7M	Buy	386,855 +5,148	+1%	+$248K	3.53%	9
2024 Q4	$18.4M	Sell	381,707 -4,294	-1%	-$208K	3.81%	9
2024 Q3	$18.2M	Buy	386,001 +1,461	+0.4%	+$66.3K	3.6%	9
2024 Q2	$17.1M	Sell	384,540 -7,697	-2%	-$329K	3.71%	9
2024 Q1	$16.8M	Sell	392,237 -31,770	-7%	-$1.29M	3.71%	9
2023 Q4	$16.5M	Sell	424,007 -9,611	-2%	-$349K	3.86%	9
2023 Q3	$15.1M	Buy	433,618 +5,621	+1%	+$204K	3.79%	8
2023 Q2	$15.5M	Buy	427,997 +4,076	+1%	+$139K	3.64%	8
2023 Q1	$14.1M	Buy	423,921 +23,346	+6%	+$756K	3.32%	9
2022 Q4	$12.5M	Buy	400,575 +17,892	+5%	+$556K	3.1%	9
2022 Q3	$11.1M	Buy	382,683 +8,526	+2%	+$276K	2.86%	9
2022 Q2	$11.5M	Buy	374,157 +34,506	+10%	+$1.15M	2.9%	10
2022 Q1	$12.6M	Buy	339,651 +9,612	+3%	+$351K	3.36%	11
2021 Q4	$12.9M	Buy	330,039 +22,467	+7%	+$851K	3.68%	10
2021 Q3	$10.9M	Buy	307,572 +38,046	+14%	+$1.39M	3.55%	9
2021 Q2	$9.54M	Buy	269,526 +8,397	+3%	+$289K	3.22%	10
2021 Q1	$8.55M	Sell	261,129 -99	-0%	-$3.15K	3.14%	10
2020 Q4	$8.1M	Buy	261,228 +15,276	+6%	+$449K	3.02%	10
2020 Q3	$6.85M	Buy	245,952 +75,603	+44%	+$2.07M	2.8%	10
2020 Q2	$4.33M	Buy	170,349 +48,852	+40%	+$1.18M	1.86%	12
2020 Q1	$2.59M	Buy	121,497 +36,846	+44%	+$923K	1.23%	16
2019 Q4	$2.23M	Buy	84,651 +64,086	+312%	+$1.61M	0.94%	19
2019 Q3	$498K	Buy	20,565 +8,835	+75%	+$213K	0.22%	25
2019 Q2	$280K	Hold	11,730	–	–	0.12%	30
2019 Q1	$267K	Buy	+11,730	New	+$258K	0.12%	28

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sensible Financial Planning & Management's SPYX Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.5% in Q3 2025, buying an estimated $505K and bringing the position to 395,140 shares worth $21.7M. The position accounts for 3.94% of the portfolio, ranked #9.

Sensible Financial Planning & Management first reported a position in SPYX in Q1 2019 and has held it in 27 quarters since. 237 funds tracked by Wall St. Rank hold SPYX as of Q3 2025.

Sensible Financial Planning & Management held 395,140 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $21.7M as of Q3 2025.
Sensible Financial Planning & Management bought 9,583 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2025, an estimated $505K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 3.94% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #9 holding.
Sensible Financial Planning & Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2019 and has held it in 27 quarters since.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.