Atria Wealth Solutions’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,549	Closed	-$940K	–	1867
2025 Q1	$940K	Buy	20,549 +12,273	+148%	+$592K	0.01%	914
2024 Q4	$398K	Buy	8,276 +3	+0%	+$145	﹤0.01%	1389
2024 Q3	$391K	Buy	8,273 +3	+0%	+$136	﹤0.01%	1362
2024 Q2	$369K	Buy	8,270 +4	+0%	+$171	﹤0.01%	1387
2024 Q1	$354K	Buy	8,266 +1,920	+30%	+$78.3K	﹤0.01%	1449
2023 Q4	$246K	Buy	6,346 +1	+0%	+$36	﹤0.01%	1638
2023 Q3	$220K	Buy	6,345 +1	+0%	+$36	﹤0.01%	1630
2023 Q2	$229K	Buy	6,344 +2	+0%	+$68	﹤0.01%	1611
2023 Q1	$211K	Sell	6,342 -156	-2%	-$5.05K	﹤0.01%	1647
2022 Q4	$202K	Buy	+6,498	New	+$202K	﹤0.01%	1608
2022 Q3	–	Sell	-6,765	Closed	-$208K	–	1851
2022 Q2	$208K	Sell	6,765 -345	-5%	-$11.5K	﹤0.01%	1438
2022 Q1	$263K	Buy	+7,110	New	+$260K	﹤0.01%	1389