Bragg Financial 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 | $1.02M | Sell |
19,931
-298
| -1% | -$15.2K | 0.04% | 217 |
|
|
2025
Q1 | $925K | Buy |
20,229
+626
| +3% | +$28.6K | 0.04% | 216 |
|
|
2024
Q4 | $944K | Buy |
19,603
+275
| +1% | +$13.2K | 0.04% | 211 |
|
|
2024
Q3 | $913K | Buy |
19,328
+382
| +2% | +$18.1K | 0.04% | 215 |
|
|
2024
Q2 | $845K | Buy |
18,946
+81
| +0.4% | +$3.61K | 0.04% | 215 |
|
|
2024
Q1 | $807K | Buy |
18,865
+513
| +3% | +$22K | 0.04% | 215 |
|
|
2023
Q4 | $712K | Sell |
18,352
-2,507
| -12% | -$97.3K | 0.03% | 221 |
|
|
2023
Q3 | $724K | Hold |
20,859
| – | – | 0.04% | 218 |
|
|
2023
Q2 | $754K | Hold |
20,859
| – | – | 0.04% | 217 |
|
|
2023
Q1 | $693K | Sell |
20,859
-501
| -2% | -$16.7K | 0.04% | 217 |
|
|
2022
Q4 | $665K | Buy |
21,360
+1,860
| +10% | +$57.9K | 0.04% | 218 |
|
|
2022
Q3 | $566K | Buy |
19,500
+105
| +0.5% | +$3.05K | 0.04% | 217 |
|
|
2022
Q2 | $596K | Buy |
19,395
+1,950
| +11% | +$59.9K | 0.04% | 209 |
|
|
2022
Q1 | $646K | Buy |
17,445
+5,139
| +42% | +$190K | 0.04% | 213 |
|
|
2021
Q4 | $436K | Hold |
12,306
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $436K | Buy |
12,306
+750
| +6% | +$26.6K | 0.03% | 235 |
|
|
2021
Q2 | $409K | Hold |
11,556
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $378K | Hold |
11,556
| – | – | 0.03% | 237 |
|
|
2020
Q4 | $358K | Buy |
11,556
+1,140
| +11% | +$35.3K | 0.03% | 225 |
|
|
2020
Q3 | $290K | Buy |
10,416
+1,350
| +15% | +$37.6K | 0.03% | 229 |
|
|
2020
Q2 | $231K | Buy |
+9,066
| New | +$231K | 0.03% | 251 |
|