SPDR® S&P 500 Fossil Fuel Reserves Free ETF

Shareclass
SPDR® S&P 500 Fossil Fuel Rsrv Free ETF (SPYX)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$440.69 MILLION
Prison industrial complex
37
flagged holdings
23%
of assets flagged
Data as of 31 Oct 2024
Flagged investments:
$440.69 MILLION, 23% of assets
Higher risk:
$27.78 MILLION, 1.44% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
20
holdings
$294.43M
invested
15%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
25
holdings
$351.99M
invested
18%
of portfolio
All flagged holdings
37 holdings
37 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $124.16M
    6.42%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $71.57M
    3.7%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $41.21M
    2.13%
  • 4.  
    Alphabet Inc Class C
    Border industry
    $34.09M
    1.76%
  • 5.  
    Berkshire Hathaway Inc Class B
    Prison industry
    $33.96M
    1.76%
Higher risk
Private prison operator
See all
SPDR® S&P 500 Fossil Fuel Reserves Free ETF $SPYX is 23% ($440.69 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on SPYX at Morningstar.com
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.17% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.14% less invested
Less invested in higher risk companies 
0.14% less invested
More invested in all screened prison industry companies 
0.41% more invested
More invested in all screened border industry companies 
0.31% more invested
More invested in all screened companies 
0.44% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.17% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.14% less invested
Less invested in higher risk companies 
0.14% less invested
More invested in all screened prison industry companies 
0.41% more invested
More invested in all screened border industry companies 
0.31% more invested
More invested in all screened companies 
0.44% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.17% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.14% less invested
Less invested in higher risk companies 
0.14% less invested
More invested in all screened prison industry companies 
0.41% more invested
More invested in all screened border industry companies 
0.31% more invested
More invested in all screened companies 
0.44% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
SPYX - SPDR® S&P 500 Fossil Fuel Reserves Free ETF
39%
8.62%
15%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0% 
Fund compared to benchmark
 
0.7%
-0.44%
-0.17%
/
Same
Find more financial data on SPYX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
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