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

SteelPeak Wealth’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 		$567K Hold
9,280
– – 0.01% 403
2026
Q1 		$492K Buy
9,280
+12
+0.1% +$669 0.02% 380
2025
Q4 		$521K Buy
9,268
+135
+1% +$7.52K 0.02% 352
2025
Q3 		$501K Buy
+9,133
New +$482K 0.02% 387

Other funds holding SPYX

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

SteelPeak Wealth's SPYX Position: Q2 2026 in Review

SteelPeak Wealth held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 9,280 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #403.

SteelPeak Wealth first reported a position in SPYX in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • SteelPeak Wealth held 9,280 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $567K as of Q2 2026.
  • SteelPeak Wealth left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #403 holding.
  • SteelPeak Wealth first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.