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

Tortoise Investment 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	$295K	Hold	4,835	–	–	0.02%	209
2026 Q1	$256K	Hold	4,835	–	–	0.02%	213
2025 Q4	$272K	Hold	4,835	–	–	0.02%	203
2025 Q3	$265K	Hold	4,835	–	–	0.02%	202
2025 Q2	$246K	Buy	4,835 +40	+0.8%	+$1.88K	0.02%	198
2025 Q1	$219K	Hold	4,795	–	–	0.02%	206
2024 Q4	$231K	Sell	4,795 -800	-14%	-$38.7K	0.02%	207
2024 Q3	$264K	Hold	5,595	–	–	0.03%	197
2024 Q2	$250K	Hold	5,595	–	–	0.03%	194
2024 Q1	$239K	Hold	5,595	–	–	0.03%	195
2023 Q4	$217K	Hold	5,595	–	–	0.03%	199
2023 Q3	$194K	Hold	5,595	–	–	0.03%	194
2023 Q2	$202K	Hold	5,595	–	–	0.03%	194
2023 Q1	$186K	Hold	5,595	–	–	0.03%	196
2022 Q4	$174K	Hold	5,595	–	–	0.03%	195
2022 Q3	$163K	Hold	5,595	–	–	0.03%	197
2022 Q2	$172K	Buy	5,595 +300	+6%	+$10K	0.03%	182
2022 Q1	$196K	Sell	5,295 -255	-5%	-$9.31K	0.04%	183
2021 Q4	$218K	Sell	5,550 -135	-2%	-$5.11K	0.04%	158
2021 Q3	$201K	Hold	5,685	–	–	0.04%	156
2021 Q2	$201K	Sell	5,685 -4,230	-43%	-$146K	0.04%	156
2021 Q1	$325K	Hold	9,915	–	–	0.07%	124
2020 Q4	$307K	Hold	9,915	–	–	0.07%	118
2020 Q3	$276K	Sell	9,915 -1,050	-10%	-$28.8K	0.07%	117
2020 Q2	$279K	Buy	10,965 +2,100	+24%	+$50.6K	0.07%	111
2020 Q1	$189K	Buy	8,865 +735	+9%	+$18.4K	0.05%	134
2019 Q4	$214K	Buy	8,130 +1,230	+18%	+$31K	0.05%	131
2019 Q3	$167K	Buy	6,900 +1,065	+18%	+$25.6K	0.04%	150
2019 Q2	$139K	Hold	5,835	–	–	0.04%	164
2019 Q1	$133K	Buy	+5,835	New	+$128K	0.03%	161

Other funds holding SPYX

Bank of New York Mellon New York $609B AUM 40.19% 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

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

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RIS

Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Tortoise Investment Management's SPYX Position: Q2 2026 in Review

Tortoise Investment Management held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 4,835 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #209.

Tortoise Investment Management first reported a position in SPYX in Q1 2019 and has held it in 30 quarters since. The position peaked at $325K in Q1 2021. 153 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

Tortoise Investment Management held 4,835 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $295K as of Q2 2026.
Tortoise Investment Management 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 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #209 holding.
Tortoise Investment Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2019 and has held it in 30 quarters since.
Tortoise Investment Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $325K in Q1 2021.
153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.