EP Wealth Advisors’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
17,736
+1,005
| +6% | +$51.2K | 0.01% | 582 |
|
|
2025
Q1 | $765K | Buy |
16,731
+8
| +0% | +$366 | 0.01% | 566 |
|
|
2024
Q4 | $805K | Sell |
16,723
-1,511
| -8% | -$72.8K | 0.01% | 564 |
|
|
2024
Q3 | $862K | Buy |
18,234
+2,089
| +13% | +$98.7K | 0.01% | 528 |
|
|
2024
Q2 | $720K | Buy |
16,145
+10,048
| +165% | +$448K | 0.01% | 457 |
|
|
2024
Q1 | $261K | Sell |
6,097
-635
| -9% | -$27.2K | ﹤0.01% | 669 |
|
|
2023
Q4 | $261K | Buy |
6,732
+11
| +0.2% | +$427 | ﹤0.01% | 658 |
|
|
2023
Q3 | $233K | Sell |
6,721
-13,409
| -67% | -$466K | ﹤0.01% | 621 |
|
|
2023
Q2 | $335K | Buy |
20,130
+13,217
| +191% | +$220K | ﹤0.01% | 539 |
|
|
2023
Q1 | $281K | Buy |
+6,913
| New | +$281K | ﹤0.01% | 501 |
|