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 Q2	$19K	Buy	311 +1	+0.3%	+$59	﹤0.01%	374
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 $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

TFC Financial Management's SPYX Position: Q2 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 Q2 2026, buying an estimated $59 and bringing the position to 311 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

TFC Financial Management first reported a position in SPYX in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

TFC Financial Management held 311 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $19K as of Q2 2026.
TFC Financial Management bought 1 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share in Q2 2026, an estimated $59.
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #374 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 6 quarters since.
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 TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.