Bell Investment Advisors’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 | $1.05M | Sell |
20,617
-397
| -2% | -$20.2K | 0.18% | 51 |
|
|
2025
Q1 | $961K | Buy |
21,014
+1,110
| +6% | +$50.8K | 0.18% | 49 |
|
|
2024
Q4 | $958K | Sell |
19,904
-441
| -2% | -$21.2K | 0.18% | 51 |
|
|
2024
Q3 | $961K | Buy |
20,345
+240
| +1% | +$11.3K | 0.18% | 50 |
|
|
2024
Q2 | $897K | Buy |
20,105
+350
| +2% | +$15.6K | 0.18% | 52 |
|
|
2024
Q1 | $846K | Sell |
19,755
-755
| -4% | -$32.3K | 0.17% | 53 |
|
|
2023
Q4 | $796K | Buy |
20,510
+537
| +3% | +$20.8K | 0.16% | 50 |
|
|
2023
Q3 | $694K | Sell |
19,973
-1,895
| -9% | -$65.8K | 0.16% | 50 |
|
|
2023
Q2 | $791K | Buy |
21,868
+1,864
| +9% | +$67.4K | 0.18% | 47 |
|
|
2023
Q1 | $665K | Buy |
20,004
+2,328
| +13% | +$77.4K | 0.16% | 49 |
|
|
2022
Q4 | $550K | Sell |
17,676
-297
| -2% | -$9.24K | 0.14% | 51 |
|
|
2022
Q3 | $522K | Buy |
17,973
+1,656
| +10% | +$48.1K | 0.16% | 45 |
|
|
2022
Q2 | $502K | Buy |
+16,317
| New | +$502K | 0.15% | 47 |
|
|
2021
Q4 | $493K | Buy |
12,570
+3,399
| +37% | +$133K | 0.14% | 52 |
|
|
2021
Q3 | $325K | Buy |
+9,171
| New | +$325K | 0.1% | 58 |
|