Evergreen Capital Management’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 | $270K | Sell |
5,298
-10,305
| -66% | -$525K | 0.01% | 848 |
|
|
2025
Q1 | $714K | Sell |
15,603
-49
| -0.3% | -$2.24K | 0.02% | 394 |
|
|
2024
Q4 | $754K | Sell |
15,652
-188
| -1% | -$9.05K | 0.02% | 397 |
|
|
2024
Q3 | $748K | Sell |
15,840
-100
| -0.6% | -$4.73K | 0.03% | 385 |
|
|
2024
Q2 | $711K | Sell |
15,940
-625
| -4% | -$27.9K | 0.03% | 375 |
|
|
2024
Q1 | $709K | Sell |
16,565
-1,540
| -9% | -$65.9K | 0.03% | 354 |
|
|
2023
Q4 | $703K | Buy |
18,105
+1,160
| +7% | +$45K | 0.03% | 345 |
|
|
2023
Q3 | $589K | Sell |
16,945
-1,020
| -6% | -$35.4K | 0.03% | 355 |
|
|
2023
Q2 | $650K | Sell |
17,965
-35
| -0.2% | -$1.27K | 0.03% | 344 |
|
|
2023
Q1 | $598K | Sell |
18,000
-990
| -5% | -$32.9K | 0.03% | 343 |
|
|
2022
Q4 | $591K | Buy |
18,990
+450
| +2% | +$14K | 0.03% | 344 |
|
|
2022
Q3 | $539K | Buy |
18,540
+1,890
| +11% | +$54.9K | 0.03% | 331 |
|
|
2022
Q2 | $512K | Sell |
16,650
-4,995
| -23% | -$154K | 0.03% | 326 |
|
|
2022
Q1 | $801K | Sell |
21,645
-2,595
| -11% | -$96K | 0.03% | 306 |
|
|
2021
Q4 | $951K | Buy |
24,240
+1,491
| +7% | +$58.5K | 0.04% | 289 |
|
|
2021
Q3 | $806K | Buy |
22,749
+405
| +2% | +$14.3K | 0.04% | 305 |
|
|
2021
Q2 | $791K | Buy |
22,344
+4,188
| +23% | +$148K | 0.04% | 288 |
|
|
2021
Q1 | $594K | Buy |
18,156
+240
| +1% | +$7.85K | 0.03% | 302 |
|
|
2020
Q4 | $555K | Buy |
17,916
+4,485
| +33% | +$139K | 0.03% | 275 |
|
|
2020
Q3 | $374K | Buy |
+13,431
| New | +$374K | 0.03% | 301 |
|