Industry Distribution:

• Technology: 28%
• Healthcare: 14%
• Finance: 13%

Top 3 Markets:

• USA: 60%
• Europe: 20%
• Asia: 15%

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) is designed to avoid investments in companies involved in fossil fuel reserves. Therefore, the fund attracts companies from industries that are less dependent on fossil fuels, such as technology, healthcare, and finance.

The USA dominates the market share of the ETF, which is typical for an S&P 500-based fund, as many of the largest and most influential companies are based there. Europe and Asia follow with significant but significantly lower shares.

SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (ARCA:SPYX) is not a company, but an exchange-traded fund (ETF).

This ETF invests in companies listed in the S&P 500 Index that do not have direct holdings in fossil fuel reserves. As it is a fund, it does not produce any products itself. Instead, it offers investors the opportunity to invest in a diversified basket of stocks that meet certain sustainability criteria.

Strategy for Future Growth:

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) pursues a growth-oriented strategy that focuses on the increasing demand for sustainable and environmentally friendly investments.

The ETF aims to provide investors with an opportunity to invest in companies that do not possess fossil fuel reserves. This aligns with the growing interest in ESG (Environmental, Social, and Governance) investments and the global movement towards a low-carbon economy.

Another strategic focus is on diversifying the portfolio by including companies that invest in renewable energies and sustainable technologies. This is intended to mitigate risk while increasing the potential for long-term growth.

Additionally, the ETF collaborates with leading sustainability analysts and consultants to ensure that the selection of companies meets the highest ESG standards. This is intended to strengthen investor confidence and enhance the attractiveness of the ETF in an increasingly competitive market.

Imported Raw Materials: No direct imports

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) is an exchange-traded fund that tracks the S&P 500 Index but excludes companies investing in fossil fuel reserves. As an ETF, it does not directly import any raw materials or materials. Instead, it invests in stocks of companies that meet the fund's criteria.

However, the companies in which the ETF invests may import raw materials or materials. This information would be specific to each company in the portfolio and could include commodities such as semiconductors, metals, or other production materials, depending on the industry and business model of each individual company.

For detailed information on the imports of individual companies in the ETF portfolio, an analysis of their respective annual reports would be required.

Competitive Advantage: Moderate to High

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) offers a specialized approach by excluding companies from the S&P 500 that own fossil fuel reserves. This appeals to investors who value sustainable and environmentally friendly investment strategies.

SPYX's competitive advantage lies in its niche positioning within the growing market for ESG (Environmental, Social, and Governance) investments. As awareness of sustainable investing increases, the demand for such specialized ETFs could rise.

Furthermore, SPYX benefits from the strong brand and distribution network of State Street Global Advisors, one of the largest asset managers globally. This gives the ETF an additional advantage in terms of market access and credibility.

Institutional Investor Share: approximately 75% (estimated for 2026 based on trends until 2023)

Insider Buys/Sells: No significant insider transactions known (as of 2026)

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) is mainly held by institutional investors, which is typical for ETFs focusing on sustainable investments. These investors appreciate the diversification and ESG criteria that the fund meets.

Insider transactions are uncommon with ETFs, as they are a fund and not a single company. Therefore, there are no relevant insider buys or sells to report.

Market share of SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX): Estimate: approx. 0.5% (2026)

Top competitors and their market shares:

1. Vanguard S&P 500 ETF (VOO): approx. 8.5%
2. iShares Core S&P 500 ETF (IVV): approx. 7.9%
3. SPDR S&P 500 ETF Trust (SPY): approx. 7.5%
4. Invesco QQQ Trust (QQQ): approx. 4.2%
5. Schwab U.S. Large-Cap ETF (SCHX): approx. 3.1%
6. iShares Russell 1000 ETF (IWB): approx. 2.5%
7. Vanguard Total Stock Market ETF (VTI): approx. 2.3%
8. iShares MSCI USA ESG Select ETF (SUSA): approx. 1.1%
9. Vanguard ESG U.S. Stock ETF (ESGV): approx. 1.0%
10. SPDR Portfolio S&P 500 Growth ETF (SPYG): approx. 0.9%

Moat of SPYX:

SPYX has a specific focus on companies that do not possess fossil fuel reserves, which sets it apart from traditional S&P 500 ETFs. This provides a certain moat for investors who value sustainable and environmentally friendly investments.

However, compared to larger ETFs like VOO or IVV, the moat is relatively small, as they offer broader market acceptance and higher liquidity. The demand for ESG-compliant products is growing, which can give SPYX an advantage in this particular segment, but competition in the ETF industry remains intense.

The larger ETFs have the advantage of an established network, broader diversification, and stronger brand recognition, which reinforces their moat compared to SPYX.

Fund Size: $1.2 billion USD (estimated for 2026 based on historical growth rates)

Sustainability Focus: The ETF invests in companies within the S&P 500 that do not possess fossil fuel reserves.

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) offers an investment opportunity for investors who value sustainability and wish to avoid fossil fuels. The fund is designed to replicate the performance of the S&P 500 Index, but without companies holding fossil fuel reserves. This can be attractive to investors interested in the long-term growth opportunities of companies focusing on renewable energies and sustainable practices.

The ETF benefits from a growing trend towards sustainable investments and an increasing awareness of environmental issues. This could lead to higher demand for such investment products, which could positively impact the fund's performance.

Another advantage is the diversification provided by the ETF, as it invests in a variety of industries, but without the risks associated with fossil fuels. This could make it a stable investment in a volatile market environment.

Overall, the SPYX could be a good investment for investors who value long-term sustainability and diversification.

Dividend Yield: 1.5% (estimated for 2026)

The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) is known for distributing dividends originating from the companies included in the ETF. The dividend yield typically ranges from 1.5% to 2%, depending on the performance of the underlying companies and general market conditions.

The reliability of the distribution depends on the stability of the companies included in the ETF that do not hold fossil fuel reserves. Since the ETF is based on the S&P 500 Index but excludes companies with fossil fuel reserves, the dividend policy remains relatively stable as many of the included companies are established dividend payers.

However, it is important to note that the dividend yield may fluctuate depending on market conditions and the performance of the companies in the ETF. Investors should regularly review the dividend policy to stay informed about possible changes.