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

TFC Financial 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
2026
Q1 		$16.4K Buy
310
+1
+0.3% +$56 ﹤0.01% 367
2025
Q4 		$17.4K Hold
309
– – ﹤0.01% 357
2025
Q3 		$16.9K Buy
309
+1
+0.3% +$53 ﹤0.01% 365
2025
Q2 		$15.7K Buy
308
+1
+0.3% +$47 ﹤0.01% 354
2025
Q1 		$14.1K Buy
+307
New +$14.8K ﹤0.01% 343

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

TFC Financial Management's SPYX Position: Q1 2026 in Review

TFC Financial Management increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 0.32% in Q1 2026, buying an estimated $56 and bringing the position to 310 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

TFC Financial Management first reported a position in SPYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.4K in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • TFC Financial Management held 310 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $16.4K as of Q1 2026.
  • TFC Financial Management bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q1 2026, an estimated $56.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #367 holding.
  • TFC Financial Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2025 and has held it in 5 quarters since.
  • TFC Financial Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $17.4K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.