Cerity Partners’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	$8.22M	Buy	154,946 +1,118	+0.7%	+$62.3K	0.01%	794
2025 Q4	$8.64M	Buy	153,828 +8,003	+5%	+$446K	0.01%	698
2025 Q3	$8M	Sell	145,825 -1,213	-0.8%	-$64K	0.01%	673
2025 Q2	$7.49M	Buy	147,038 +34,291	+30%	+$1.61M	0.01%	646
2025 Q1	$5.16M	Sell	112,747 -2,085	-2%	-$101K	0.01%	723
2024 Q4	$5.53M	Sell	114,832 -2,665	-2%	-$129K	0.01%	671
2024 Q3	$5.55M	Sell	117,497 -828	-0.7%	-$37.6K	0.01%	659
2024 Q2	$5.28M	Sell	118,325 -16,236	-12%	-$695K	0.01%	591
2024 Q1	$5.76M	Sell	134,561 -21,653	-14%	-$883K	0.02%	607
2023 Q4	$6.06M	Buy	156,214 +40,336	+35%	+$1.47M	0.02%	492
2023 Q3	$4.02M	Sell	115,878 -62,116	-35%	-$2.25M	0.02%	453
2023 Q2	$6.44M	Sell	177,994 -33	-0%	-$1.13K	0.03%	446
2023 Q1	$5.92M	Buy	178,027 +100,477	+130%	+$3.25M	0.01%	457
2022 Q4	$5.33M	Sell	77,550 -76,857	-50%	-$2.39M	0.03%	349
2022 Q3	$4.49M	Buy	154,407 +14,106	+10%	+$456K	0.05%	246
2022 Q2	$4.31M	Sell	140,301 -3,741	-3%	-$125K	0.05%	272
2022 Q1	$2.31M	Buy	144,042 +6,093	+4%	+$222K	0.04%	304
2021 Q4	$2.45M	Buy	137,949 +75,420	+121%	+$2.86M	0.04%	290
2021 Q3	$2.21M	Sell	62,529 -5,229	-8%	-$191K	0.05%	252
2021 Q2	$2.4M	Sell	67,758 -1,524	-2%	-$52.5K	0.05%	239
2021 Q1	$2.27M	Buy	69,282 +984	+1%	+$31.3K	0.05%	237
2020 Q4	$2.12M	Buy	+68,298	New	+$2.01M	0.07%	203