Bell Investment Advisors’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
2026 Q1	$1.04M	Sell	19,530 -220	-1%	-$12.3K	0.16%	58
2025 Q4	$1.11M	Sell	19,750 -61	-0.3%	-$3.4K	0.18%	55
2025 Q3	$1.09M	Sell	19,811 -806	-4%	-$42.5K	0.18%	54
2025 Q2	$1.05M	Sell	20,617 -397	-2%	-$18.6K	0.18%	51
2025 Q1	$961K	Buy	21,014 +1,110	+6%	+$53.6K	0.18%	49
2024 Q4	$958K	Sell	19,904 -441	-2%	-$21.3K	0.18%	51
2024 Q3	$961K	Buy	20,345 +240	+1%	+$10.9K	0.18%	50
2024 Q2	$897K	Buy	20,105 +350	+2%	+$15K	0.18%	52
2024 Q1	$846K	Sell	19,755 -755	-4%	-$30.8K	0.17%	53
2023 Q4	$796K	Buy	20,510 +537	+3%	+$19.5K	0.16%	50
2023 Q3	$694K	Sell	19,973 -1,895	-9%	-$68.7K	0.16%	50
2023 Q2	$791K	Buy	21,868 +1,864	+9%	+$63.7K	0.18%	47
2023 Q1	$665K	Buy	20,004 +2,328	+13%	+$75.3K	0.16%	49
2022 Q4	$550K	Sell	17,676 -297	-2%	-$9.23K	0.14%	51
2022 Q3	$522K	Buy	17,973 +1,656	+10%	+$53.5K	0.16%	45
2022 Q2	$502K	Buy	+16,317	New	+$544K	0.15%	47
2021 Q4	$493K	Buy	12,570 +3,399	+37%	+$129K	0.14%	52
2021 Q3	$325K	Buy	+9,171	New	+$334K	0.1%	58