Steward Partners Investment Advisory’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Steward Partners Investment Advisory’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	$108K	Buy	1,770 +15	+0.9%	+$890	﹤0.01%	2549
2026 Q1	$93.1K	Hold	1,755	–	–	﹤0.01%	2410
2025 Q4	$98.6K	Hold	1,755	–	–	﹤0.01%	2304
2025 Q3	$96.3K	Hold	1,755	–	–	﹤0.01%	2258
2025 Q2	$89.4K	Hold	1,755	–	–	﹤0.01%	2184
2025 Q1	$80.3K	Hold	1,755	–	–	﹤0.01%	2142
2024 Q4	$84.5K	Buy	+1,755	New	+$84.9K	﹤0.01%	2063
2023 Q4	–	Sell	-1,358	Closed	-$47.2K	–	3578
2023 Q3	$47.2K	Buy	1,358 +4	+0.3%	+$145	﹤0.01%	1937
2023 Q2	$49K	Buy	1,354 +4	+0.3%	+$137	﹤0.01%	1898
2023 Q1	$44.9K	Buy	1,350 +3	+0.2%	+$97	﹤0.01%	1903
2022 Q4	$41.9K	Buy	1,347 +3	+0.2%	+$93	﹤0.01%	1909
2022 Q3	$39K	Buy	1,344 +3	+0.2%	+$97	﹤0.01%	1913
2022 Q2	$41K	Buy	+1,341	New	+$44.7K	﹤0.01%	1902
2022 Q1	–	Sell	-447	Closed	-$18K	–	3370
2021 Q4	$18K	Hold	447	–	–	﹤0.01%	2375
2021 Q3	$16K	Buy	447 +15	+3%	+$547	﹤0.01%	2428
2021 Q2	$15K	Buy	+432	New	+$14.9K	﹤0.01%	5511

Other funds holding SPYX

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

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

Steward Partners Investment Advisory's SPYX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.85% in Q2 2026, buying an estimated $890 and bringing the position to 1,770 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Steward Partners Investment Advisory first reported a position in SPYX in Q2 2021 and has held it in 16 quarters since. 270 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Steward Partners Investment Advisory held 1,770 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $108K as of Q2 2026.
Steward Partners Investment Advisory bought 15 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $890.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2549 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2021 and has held it in 16 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.