Creative Planning’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 | $2.3M | Buy |
45,144
+19,905
| +79% | +$1.01M | ﹤0.01% | 1216 |
|
|
2025
Q1 | $1.15M | Sell |
25,239
-1,289
| -5% | -$59K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $1.28M | Sell |
26,528
-3,372
| -11% | -$162K | ﹤0.01% | 1457 |
|
|
2024
Q3 | $1.41M | Sell |
29,900
-1,252
| -4% | -$59.2K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $1.39M | Sell |
31,152
-1,765
| -5% | -$78.7K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $1.41M | Sell |
32,917
-25,199
| -43% | -$1.08M | ﹤0.01% | 1124 |
|
|
2023
Q4 | $2.26M | Buy |
58,116
+9,210
| +19% | +$357K | ﹤0.01% | 874 |
|
|
2023
Q3 | $1.7M | Buy |
48,906
+24,828
| +103% | +$862K | ﹤0.01% | 930 |
|
|
2023
Q2 | $871K | Buy |
24,078
+3
| +0% | +$109 | ﹤0.01% | 1204 |
|
|
2023
Q1 | $800K | Sell |
24,075
-834
| -3% | -$27.7K | ﹤0.01% | 1188 |
|
|
2022
Q4 | $775K | Buy |
24,909
+33
| +0.1% | +$1.03K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $723K | Buy |
24,876
+1,827
| +8% | +$53.1K | ﹤0.01% | 1116 |
|
|
2022
Q2 | $709K | Buy |
23,049
+7,020
| +44% | +$216K | ﹤0.01% | 1124 |
|
|
2022
Q1 | $593K | Sell |
16,029
-9,054
| -36% | -$335K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $984K | Buy |
25,083
+4,776
| +24% | +$187K | ﹤0.01% | 968 |
|
|
2021
Q3 | $719K | Buy |
20,307
+15
| +0.1% | +$531 | ﹤0.01% | 1112 |
|
|
2021
Q2 | $718K | Buy |
20,292
+6,537
| +48% | +$231K | ﹤0.01% | 1085 |
|
|
2021
Q1 | $450K | Buy |
13,755
+2,019
| +17% | +$66.1K | ﹤0.01% | 1483 |
|
|
2020
Q4 | $364K | Buy |
+11,736
| New | +$364K | ﹤0.01% | 1478 |
|