Cerity 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 | $7.49M | Buy |
147,038
+34,291
| +30% | +$1.75M | 0.01% | 645 |
|
|
2025
Q1 | $5.16M | Sell |
112,747
-2,085
| -2% | -$95.4K | 0.01% | 718 |
|
|
2024
Q4 | $5.53M | Sell |
114,832
-2,665
| -2% | -$128K | 0.01% | 671 |
|
|
2024
Q3 | $5.55M | Sell |
117,497
-828
| -0.7% | -$39.1K | 0.01% | 659 |
|
|
2024
Q2 | $5.28M | Sell |
118,325
-16,236
| -12% | -$724K | 0.01% | 589 |
|
|
2024
Q1 | $5.76M | Sell |
134,561
-21,653
| -14% | -$927K | 0.02% | 607 |
|
|
2023
Q4 | $6.06M | Buy |
156,214
+40,336
| +35% | +$1.57M | 0.02% | 487 |
|
|
2023
Q3 | $4.02M | Sell |
115,878
-62,116
| -35% | -$2.16M | 0.02% | 450 |
|
|
2023
Q2 | $6.44M | Sell |
177,994
-33
| -0% | -$1.19K | 0.03% | 445 |
|
|
2023
Q1 | $5.92M | Buy |
178,027
+100,477
| +130% | +$3.34M | 0.01% | 456 |
|
|
2022
Q4 | $5.33M | Sell |
77,550
-76,857
| -50% | -$5.28M | 0.03% | 348 |
|
|
2022
Q3 | $4.49M | Buy |
154,407
+14,106
| +10% | +$410K | 0.05% | 246 |
|
|
2022
Q2 | $4.31M | Sell |
140,301
-3,741
| -3% | -$115K | 0.05% | 271 |
|
|
2022
Q1 | $2.32M | Buy |
144,042
+6,093
| +4% | +$97.9K | 0.04% | 304 |
|
|
2021
Q4 | $2.45M | Buy |
137,949
+75,420
| +121% | +$1.34M | 0.04% | 290 |
|
|
2021
Q3 | $2.21M | Sell |
62,529
-5,229
| -8% | -$185K | 0.05% | 252 |
|
|
2021
Q2 | $2.4M | Sell |
67,758
-1,524
| -2% | -$53.9K | 0.05% | 239 |
|
|
2021
Q1 | $2.27M | Buy |
69,282
+984
| +1% | +$32.2K | 0.05% | 237 |
|
|
2020
Q4 | $2.12M | Buy |
+68,298
| New | +$2.12M | 0.07% | 203 |
|