Sigma Planning Corp’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Sigma Planning Corp’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	$246K	Sell	4,021 -125	-3%	-$7.42K	0.01%	1215
2026 Q1	$220K	Sell	4,146 -4,294	-51%	-$239K	0.01%	1192
2025 Q4	$474K	Buy	8,440 +51	+0.6%	+$2.84K	0.01%	810
2025 Q3	$460K	Sell	8,389 -7	-0.1%	-$369	0.01%	855
2025 Q2	$428K	Buy	8,396 +1,313	+19%	+$61.7K	0.01%	845
2025 Q1	$324K	Sell	7,083 -166	-2%	-$8.01K	0.01%	919
2024 Q4	$349K	Sell	7,249 -93	-1%	-$4.5K	0.01%	876
2024 Q3	$347K	Buy	+7,342	New	+$333K	0.01%	896

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

Sigma Planning Corp's SPYX Position: Q2 2026 in Review

Sigma Planning Corp reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 3% in Q2 2026, selling an estimated $7.42K and leaving 4,021 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1215.

Sigma Planning Corp first reported a position in SPYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $474K in Q4 2025. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Sigma Planning Corp held 4,021 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $246K as of Q2 2026.
Sigma Planning Corp sold 125 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $7.42K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1215 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2024 and has held it in 8 quarters since.
Sigma Planning Corp's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $474K in Q4 2025.
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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.