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SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETF

Grow my money10y track recordRanked #307 of 3,055 in this goal

Tracks the total return performance of the S&P 500 Fossil Fuel Reserves Free Index.

By State Street Investment Management · Launched 2015

Annual Cost

0.20%

#967 of 6,040 · low cost

Fund Size

$2.8B

#649 of 6,040 · large

Return (1Y)

+16.1%

Track Record

10 years

#1,360 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,368+13.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Index tracked

S&P 500 Fossil Fuel Reserves Free Index

Holdings

By weight

Concentration

Top 10 holdings = 37.7% of funddiversified

NVIDIA Corp
7.8%
Apple Inc
6.9%
Microsoft Corp
5.1%
Amazon.com Inc
3.8%
Alphabet Inc
3.1%
Broadcom Inc
2.7%
Alphabet Inc
2.5%
Meta Platforms Inc
2.3%
Tesla Inc
1.9%
Berkshire Hathaway Inc
1.6%

Asset allocation

Stocks
99.8%
Cash
0.1%

By sector

Technology
39.4%
Financial Services
12.5%
Communication
9.8%
Consumer Cyclical
9.6%
Healthcare
9.6%
Industrials
7.6%
Consumer Defensive
4.6%
Utilities
2.0%
Other
4.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-32.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.59Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the S&P 500 Fossil Fuel Reserves Free Index.
Strategy
Employs a sampling strategy to track the S&P 500 Fossil Fuel Reserves Free Index, investing primarily in large-cap U.S. equities while excluding fossil fuel reserves. The Fund may also invest in cash and cash equivalents for management purposes.
Inception date
November 30, 2015
Fund family
State Street Investment Management

Next steps

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Data updated on 2026-09-18