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SPDR® S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
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Upturn Advisory Summary
11/05/2025: SPYX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 55.49% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 39.49 - 50.67 | Updated Date 06/29/2025 |
52 Weeks Range 39.49 - 50.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
ETF Overview
Overview
The SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF (SPYX) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. It focuses on excluding companies that own fossil fuel reserves from the S&P 500.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs.
Investment Objective
Goal
To provide investment results that correspond to the total return performance of the S&P 500 Fossil Fuel Free Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P 500 Fossil Fuel Free Index) which screens out companies owning fossil fuel reserves.
Composition Primarily holds stocks of companies within the S&P 500 that do not own fossil fuel reserves.
Market Position
Market Share: SPYX has a smaller market share compared to broader S&P 500 ETFs, as it caters to a niche market of socially conscious investors.
Total Net Assets (AUM): 1470000000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Xtrackers S&P 500 ESG ETF (SNPE)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The competitive landscape includes other ESG-focused ETFs. SPYX has the advantage of specifically excluding fossil fuel reserves. Competitors may have broader ESG criteria, resulting in different sector allocations and overall risk/return profiles.
Financial Performance
Historical Performance: Historical performance will vary depending on the time period analyzed, but generally follows the S&P 500 with slight deviations due to the exclusion of fossil fuel companies.
Benchmark Comparison: The ETF's performance should closely track the S&P 500 Fossil Fuel Free Index. Any deviation is primarily due to expense ratio and slight differences in index tracking.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
SPYX exhibits moderate liquidity, reflected in its daily trading volume.
Bid-Ask Spread
The bid-ask spread for SPYX is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and investor sentiment towards ESG investments can influence SPYX's performance. Sector performance within the S&P 500 also plays a key role.
Growth Trajectory
SPYX's growth is tied to increasing investor demand for socially responsible investments and the overall performance of the S&P 500.
Moat and Competitive Advantages
Competitive Edge
SPYX's primary competitive advantage lies in its specific focus on excluding companies with fossil fuel reserves, appealing to investors with strong environmental concerns. It provides a relatively low-cost way to invest in a broad market index while adhering to those concerns. The fund's straightforward index-tracking approach and transparency also contribute to its appeal. However, performance relative to S&P 500 can deviate.
Risk Analysis
Volatility
SPYX's volatility is similar to the S&P 500, as it tracks a modified version of the index. Market fluctuations will impact its value.
Market Risk
The primary market risk is a general downturn in the stock market. Sector-specific risks depend on the ETF's sector allocation, which is similar to the S&P 500 but excludes fossil fuel companies.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking for broad market exposure with a socially responsible investing (SRI) screen, specifically excluding companies with fossil fuel reserves.
Market Risk
SPYX is suitable for long-term investors seeking passive index exposure with ESG considerations. It can also fit into portfolios with an ESG focus.
Summary
SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF (SPYX) offers investors exposure to the S&P 500 index while excluding companies that own fossil fuel reserves. It appeals to socially conscious investors seeking broad market exposure with an ESG screen. While its performance is tied to the S&P 500, its risk and return profile is very similar to the S&P 500. The expense ratio is 0.20%.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. The index is designed to measure the performance of companies in the S&P 500 Index that are fossil fuel free, which are defined as companies that do not own fossil fuel reserves.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.