(SPYX) SP500 Fossil Fuel Reserves - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 2.700m USD | Total Return: 26.3% in 12m

Equity Securities, Large Cap Stocks
Total Rating 54
Safety 36
Buy Signal -0.30
Large Blend
Category Rotation: -9.4
TER: 0.20%
AUM: 2.70B
Avg Turnover: 4.21M
Risk 3d forecast
Volatility17.3%
VaR 5th Pctl3.27%
VaR vs Median4.88%
Reward TTM
Sharpe Ratio1.57
Rel. Str. IBD57.3
Rel. Str. Peer Group40.7
Character TTM
Beta1.012
Beta Downside1.011
Hurst Exponent0.526
Drawdowns 3y
Max DD18.74%
CAGR/Max DD1.15
CAGR/Mean DD10.13

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPYX SP500 Fossil Fuel Reserves

The SPDR® S&P 500 Fossil Fuel Reserves Free ETF (SPYX) tracks the performance of S&P 500 companies that do not own fossil fuel reserves. The fund maintains a policy of investing at least 80% of its assets in index constituents, while retaining the flexibility to hold cash equivalents or equity securities outside the index to manage liquidity and tracking error.

By excluding companies with proved or probable reserves of thermal coal, oil, and gas, the fund shifts its sector weighting toward technology, healthcare, and consumer services. This strategy addresses valuation risks associated with stranded assets, which occur when fossil fuel reserves become economically unviable due to regulatory changes or shifts toward renewable energy infrastructure.

Investors can further examine these sector weightings and performance metrics on ValueRay. Since its inception in 2015, the fund has operated as a non-diversified vehicle, focusing on large-cap U.S. equities that meet specific environmental criteria while maintaining a broad market correlation to the parent S&P 500 index.

Headlines to Watch Out For
  • Tech sector performance drives returns due to fossil fuel exclusion
  • Federal Reserve interest rate policy impacts growth stock valuations
  • S&P 500 correlation remains high despite energy sector divestment
  • ESG investment inflows influence demand for fossil fuel free assets
What is the price of SPYX shares?

As of June 20, 2026, the stock is trading at USD 61.32 with a total of 38,027 shares traded.
Over the past week, the price has changed by +1.59%, over one month by +1.56%, over three months by +13.74% and over the past year by +26.30%.

Is SPYX a buy, sell or hold?

SP500 Fossil Fuel Reserves has no consensus analysts rating.