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

Stifel Financial’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	$1.28M	Buy	20,906 +456	+2%	+$27.1K	﹤0.01%	2393
2026 Q1	$1.08M	Buy	20,450 +7,505	+58%	+$418K	﹤0.01%	2409
2025 Q4	$727K	Buy	12,945 +335	+3%	+$18.7K	﹤0.01%	2638
2025 Q3	$692K	Sell	12,610 -265	-2%	-$14K	﹤0.01%	2611
2025 Q2	$656K	Sell	12,875 -42,958	-77%	-$2.02M	﹤0.01%	2602
2025 Q1	$2.55M	Sell	55,833 -481	-0.9%	-$23.2K	﹤0.01%	1591
2024 Q4	$2.71M	Buy	56,314 +1,612	+3%	+$78K	﹤0.01%	1578
2024 Q3	$2.58M	Buy	54,702 +499	+0.9%	+$22.6K	﹤0.01%	1616
2024 Q2	$2.42M	Buy	54,203 +834	+2%	+$35.7K	﹤0.01%	1597
2024 Q1	$2.28M	Buy	53,369 +41,534	+351%	+$1.69M	﹤0.01%	1623
2023 Q4	$459K	Buy	11,835 +1,911	+19%	+$69.4K	﹤0.01%	2613
2023 Q3	$345K	Sell	9,924 -1,414	-12%	-$51.2K	﹤0.01%	2708
2023 Q2	$410K	Sell	11,338 -2,925	-21%	-$99.9K	﹤0.01%	2638
2023 Q1	$474K	Sell	14,263 -3,578	-20%	-$116K	﹤0.01%	2543
2022 Q4	$555K	Buy	17,841 +7,863	+79%	+$244K	﹤0.01%	2411
2022 Q3	$290K	Sell	9,978 -1,476	-13%	-$47.7K	﹤0.01%	2739
2022 Q2	$352K	Sell	11,454 -3,354	-23%	-$112K	﹤0.01%	2662
2022 Q1	$548K	Sell	14,808 -55,233	-79%	-$2.02M	﹤0.01%	2528
2021 Q4	$2.75M	Buy	70,041 +56,340	+411%	+$2.13M	﹤0.01%	1399
2021 Q3	$485K	Buy	13,701 +141	+1%	+$5.14K	﹤0.01%	2593
2021 Q2	$480K	Buy	13,560 +5,727	+73%	+$197K	﹤0.01%	2608
2021 Q1	$256K	Buy	7,833 +702	+10%	+$22.3K	﹤0.01%	2879
2020 Q4	$221K	Buy	+7,131	New	+$210K	﹤0.01%	2770
2017 Q3	–	Sell	-13,197	Closed	-$259K	–	2643
2017 Q2	$259K	Sell	13,197 -7,500	-36%	-$145K	﹤0.01%	2202
2017 Q1	$394K	Sell	20,697 -4,500	-18%	-$84.1K	﹤0.01%	1946
2016 Q4	$450K	Buy	+25,197	New	+$441K	﹤0.01%	1836

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

Stifel Financial's SPYX Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 2.2% in Q2 2026, buying an estimated $27.1K and bringing the position to 20,906 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Stifel Financial first reported a position in SPYX in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2021. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Stifel Financial held 20,906 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $1.28M as of Q2 2026.
Stifel Financial bought 456 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $27.1K.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2393 holding.
Stifel Financial first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2016 and has held it in 26 quarters since.
Stifel Financial's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $2.75M in Q4 2021.
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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.