SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPYXsocially responsible
2 out of 5 badges
A fund can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
See how we track fossil fuel investments
$22.91 MILLION
in fossil fuel investments
39
fossil fuel stocks found
6.11%
of assets flagged
Data as of 7/31/19
  For each fossil fuel category, we show the fund's exposure, or a green badge if it's clean.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Carbon Underground 200
Carbon Underground 200
Top 200 owners of coal and oil/gas reserves
No direct stock holdings
+1 fossil free badge
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
+1 fossil free badge
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
1.25%
of assets
12
holdings
$4.66M
invested
Consumers utility sector
Macroclimate 30
Macroclimate 30
30 largest coal-fired utilities
2.62%
of assets
8
holdings
$9.81M
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
4.87%
of assets
27
holdings
$18.25M
invested
All fossil fuel companies
39 holdings
39 holdings
  • 1. Berkshire Hathaway Inc B
    Macroclimate 30Fossil-fired utility
    1.68% of assets
    $6.28M invested
  • 2. NextEra Energy Inc
    Fossil-fired utility
    0.42% of assets
    $1.56M invested
  • 3. Duke Energy Corp
    Macroclimate 30Fossil-fired utility
    0.27% of assets
    $993,117 invested
  • 4. Dominion Energy Inc
    Fossil-fired utility
    0.25% of assets
    $935,311 invested
  • 5. Southern Co
    Macroclimate 30Fossil-fired utility
    0.25% of assets
    $916,734 invested
See all
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SPDR® S&P 500 Fossil Fuel Reserves Free ETF $SPYX is 6.11% invested in fossil fuel stocks, with $22.91 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: 7/31/19
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
 3-yr returns 
0.38% more in annualized returns
Less invested in fossil fuels 
3.53% less invested
Lower carbon footprint 
11 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.27% 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: 7/31/19
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
 3-yr returns 
0.38% more in annualized returns
Less invested in fossil fuels 
3.53% less invested
Lower carbon footprint 
11 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.27% 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: 7/31/19
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
 3-yr returns 
0.38% more in annualized returns
Less invested in fossil fuels 
3.53% less invested
Lower carbon footprint 
11 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.27% 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
8.53%
14%
/
/
6.11% 
Benchmark
IVV - iShares Core S&P 500 ETF
7.96%
13%
11%
14%
9.65% 
Fund compared to benchmark
 
0.58%
0.38%
/
/
3.54%  lower
Find more financial data on SPYX at Morningstar.com
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