Corient Private Wealth’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 | $3.98M | Buy |
60,822
+45,880
| +307% | +$3M | ﹤0.01% | 837 |
|
|
2025
Q1 | $780K | Buy |
14,942
+776
| +5% | +$40.5K | ﹤0.01% | 1385 |
|
|
2024
Q4 | $766K | Buy |
14,166
+13
| +0.1% | +$703 | ﹤0.01% | 1433 |
|
|
2024
Q3 | $750K | Sell |
14,153
-9,635
| -41% | -$511K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $1.14M | Buy |
23,788
+19,786
| +494% | +$947K | ﹤0.01% | 1271 |
|
|
2024
Q1 | $246K | Buy |
4,002
+13
| +0.3% | +$800 | ﹤0.01% | 1990 |
|
|
2023
Q4 | $223K | Buy |
+3,989
| New | +$223K | ﹤0.01% | 2010 |
|