Exchange-traded fund
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Fund manager
SPDR State Street Global Advisors
Ticker SPYXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 6.01% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 6.01% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
Investments in major fossil fuel companies
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$22.28 MILLION
Duke Energy Corp
Macroclimate 30Top 30 coal-fired power
$3.18 MILLION
Southern Co
Macroclimate 30Top 30 coal-fired power
$2.92 MILLION
American Electric Power Co Inc
Macroclimate 30Top 30 coal-fired power
$1.87 MILLION
Xcel Energy Inc
Macroclimate 30Top 30 coal-fired power
$1.49 MILLION
FirstEnergy Corp
Carbon Underground 200Top 200 carbon reserves
$890,194
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$890,194
invested
0.07%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
9
holdings
$10.23M
invested
0.8%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
13
holdings
$24.24M
invested
1.9%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
6
holdings
$32.08M
invested
2.51%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
28
holdings
$58.24M
invested
4.57%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
39 holdings
39 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $22.28M
    1.75%
  • 2. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $5.24M
    0.41%
  • 3. Duke Energy Corp
    Macroclimate 30Fossil-fired utility
    $3.18M
    0.25%
  • 4. General Electric Co
    Oil/gas industry
    $3.08M
    0.24%
  • 5. Southern Co
    Macroclimate 30Fossil-fired utility
    $2.92M
    0.23%
See all
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Business as usual is fueling climate destruction.
SPDR® S&P 500 Fossil Fuel Reserves Free ETF $SPYX is 6.01% invested in fossil fuel stocks, with $76.73 MILLION invested across 39 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on SPYX at Morningstar.com
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.03% more in annualized returns
Less invested in fossil fuels 
2.95% less invested
Lower carbon footprint 
9 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.71% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.03% more in annualized returns
Less invested in fossil fuels 
2.95% less invested
Lower carbon footprint 
9 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.71% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.03% more in annualized returns
Less invested in fossil fuels 
2.95% less invested
Lower carbon footprint 
9 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.71% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SPYX - SPDR® S&P 500 Fossil Fuel Reserves Free ETF
-1.3%
14%
14%
/
6.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
0.18%
14%
14%
14%
8.96% 
Fund compared to benchmark
 
-1.48%
-0.06%
0.03%
/
2.95%  lower
Find more financial data on SPYX at Morningstar.com
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