Carson Wealth (CWM LLC)’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 | $547K | Sell |
10,317
-5,730
| -36% | -$319K | ﹤0.01% | 1943 |
|
|
2025
Q4 | $902K | Buy |
16,047
+5,800
| +57% | +$323K | ﹤0.01% | 1556 |
|
|
2025
Q3 | $562K | Sell |
10,247
-1,673
| -14% | -$88.2K | ﹤0.01% | 1720 |
|
|
2025
Q2 | $607K | Sell |
11,920
-42
| -0.4% | -$1.97K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $547K | Buy |
11,962
+39
| +0.3% | +$1.88K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $574K | Sell |
11,923
-3,302
| -22% | -$160K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $719K | Buy |
15,225
+3,170
| +26% | +$144K | ﹤0.01% | 1177 |
|
|
2024
Q2 | $538K | Buy |
12,055
+1,157
| +11% | +$49.5K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $466K | Buy |
10,898
+839
| +8% | +$34.2K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $390K | Buy |
10,059
+77
| +0.8% | +$2.8K | ﹤0.01% | 1150 |
|
|
2023
Q3 | $347K | Sell |
9,982
-444
| -4% | -$16.1K | ﹤0.01% | 1105 |
|
|
2023
Q2 | $377K | Sell |
10,426
-1,827
| -15% | -$62.4K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $407K | Sell |
12,253
-3,083
| -20% | -$99.8K | ﹤0.01% | 949 |
|
|
2022
Q4 | $477K | Sell |
15,336
-6,324
| -29% | -$197K | ﹤0.01% | 827 |
|
|
2022
Q3 | $629K | Sell |
21,660
-2,505
| -10% | -$81K | 0.01% | 690 |
|
|
2022
Q2 | $743K | Sell |
24,165
-1,311
| -5% | -$43.7K | 0.01% | 635 |
|
|
2022
Q1 | $943K | Sell |
25,476
-1,476
| -5% | -$53.9K | 0.01% | 575 |
|
|
2021
Q4 | $1.06M | Buy |
+26,952
| New | +$1.02M | 0.01% | 565 |
|
|
2021
Q2 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2021
Q1 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2020
Q4 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2020
Q3 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2020
Q2 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2020
Q1 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2019
Q4 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2019
Q3 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2019
Q2 | $1.08M | Hold |
30,627
| – | – | 0.01% | 551 |
|
|
2019
Q1 | $1.08M | Buy |
30,627
+28,944
| +1,720% | +$637K | 0.01% | 551 |
|
|
2018
Q4 | $34K | Buy |
+1,683
| New | +$36.8K | ﹤0.01% | 982 |
|
Other funds holding SPYX
WHAM
CIA
GAM
ST