SPYX
+2.75 · +5.11%
$56.53 · NYSE ARCA

SPDR® S&P 500 Fossil Fuel Reserves Free ETF (SPYX) ETF Analysis | Large Blend

State Street Investment Management · United States
AUM:$2.5B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is SPYX?

Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPYX delivered 16.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.5B
Expense Ratio0.20%
Dividend Yield0.90%
Holdings50
Inception DateNov 2015
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would SPYX affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.6%
1Y
+19.2%
3Y
+77.9%
5Y
+79.3%
OpenBook InsightIf you had invested £10,000 in SPYX 5 years ago, it would have grown to £17,926 — a gain of £7,926.

Annual Returns

Calendar year performance

SPYX delivered positive returns in 4 of the last 5 calendar years.
YearSPYX
2026 YTD+12.5%
2025+18.2%
2024+26.0%
2023+27.4%
2022-20.0%
CAGR 4yr+11.0%
4/5 positive yearsAvg return: +12.9%Worst year: -20.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.0%
Low
Momentum
+3.7%
30-day change
Support Level
62.23
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.