Ballentine Partners’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
4,734
-716
| -13% | -$36.5K | ﹤0.01% | 792 |
|
|
2025
Q1 | $249K | Buy |
5,450
+716
| +15% | +$32.8K | ﹤0.01% | 697 |
|
|
2024
Q4 | $228K | Hold |
4,734
| – | – | ﹤0.01% | 731 |
|
|
2024
Q3 | $224K | Hold |
4,734
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $211K | Hold |
4,734
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $203K | Buy |
+4,734
| New | +$203K | ﹤0.01% | 674 |
|