Axxcess Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
13,513
+449
| +3% | +$22.9K | 0.02% | 514 |
|
|
2025
Q1 | $598K | Buy |
13,064
+1,564
| +14% | +$71.6K | 0.02% | 505 |
|
|
2024
Q4 | $554K | Sell |
11,500
-442
| -4% | -$21.3K | 0.01% | 526 |
|
|
2024
Q3 | $564K | Buy |
11,942
+35
| +0.3% | +$1.65K | 0.01% | 521 |
|
|
2024
Q2 | $531K | Sell |
11,907
-3,338
| -22% | -$149K | 0.01% | 511 |
|
|
2024
Q1 | $652K | Buy |
15,245
+422
| +3% | +$18.1K | 0.02% | 473 |
|
|
2023
Q4 | $575K | Sell |
14,823
-11,617
| -44% | -$451K | 0.02% | 478 |
|
|
2023
Q3 | $918K | Sell |
26,440
-1,930
| -7% | -$67K | 0.03% | 335 |
|
|
2023
Q2 | $1.03M | Sell |
28,370
-2,618
| -8% | -$94.7K | 0.07% | 224 |
|
|
2023
Q1 | $1.03M | Buy |
30,988
+5,176
| +20% | +$172K | 0.08% | 220 |
|
|
2022
Q4 | $803K | Sell |
25,812
-21
| -0.1% | -$653 | 0.07% | 263 |
|
|
2022
Q3 | $750K | Buy |
25,833
+393
| +2% | +$11.4K | 0.07% | 238 |
|
|
2022
Q2 | $782K | Sell |
25,440
-17,916
| -41% | -$551K | 0.07% | 222 |
|
|
2022
Q1 | $1.6M | Buy |
43,356
+2,709
| +7% | +$100K | 0.13% | 135 |
|
|
2021
Q4 | $1.6M | Buy |
+40,647
| New | +$1.6M | 0.12% | 140 |
|