Fiduciary Group’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	$529K	Hold	9,972	–	–	0.05%	203
2025 Q4	$560K	Hold	9,972	–	–	0.05%	197
2025 Q3	$547K	Hold	9,972	–	–	0.05%	197
2025 Q2	$508K	Buy	9,972 +587	+6%	+$27.6K	0.05%	198
2025 Q1	$429K	Sell	9,385 -1,766	-16%	-$85.2K	0.04%	205
2024 Q4	$537K	Hold	11,151	–	–	0.05%	186
2024 Q3	$527K	Hold	11,151	–	–	0.05%	188
2024 Q2	$497K	Hold	11,151	–	–	0.05%	188
2024 Q1	$477K	Buy	11,151 +1,766	+19%	+$72K	0.05%	188
2023 Q4	$364K	Buy	9,385 +128	+1%	+$4.65K	0.04%	203
2023 Q3	$321K	Hold	9,257	–	–	0.04%	197
2023 Q2	$335K	Buy	9,257 +380	+4%	+$13K	0.04%	192
2023 Q1	$295K	Hold	8,877	–	–	0.04%	199
2022 Q4	$276K	Hold	8,877	–	–	0.04%	199
2022 Q3	$282K	Hold	8,877	–	–	0.04%	202
2022 Q2	$304K	Hold	8,877	–	–	0.04%	197
2022 Q1	$284K	Buy	8,877 +30	+0.3%	+$1.09K	0.04%	192
2021 Q4	$347K	Buy	8,847 +165	+2%	+$6.25K	0.04%	185
2021 Q3	$326K	Buy	8,682 +132	+2%	+$4.81K	0.04%	188
2021 Q2	$310K	Buy	+8,550	New	+$295K	0.04%	193