Golden State Wealth 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 | $396K | Sell |
7,779
-181
| -2% | -$9.22K | 0.05% | 276 |
|
|
2025
Q1 | $364K | Sell |
7,960
-876
| -10% | -$40.1K | 0.05% | 265 |
|
|
2024
Q4 | $425K | Buy |
+8,836
| New | +$425K | 0.06% | 217 |
|
|
2022
Q1 | $359K | Sell |
9,708
-57
| -0.6% | -$2.11K | 0.07% | 215 |
|
|
2021
Q4 | $383K | Buy |
+9,765
| New | +$383K | 0.07% | 254 |
|
|
2021
Q1 | – | Sell |
-9,957
| Closed | -$308K | – | 235 |
|
|
2020
Q4 | $308K | Sell |
9,957
-1,959
| -16% | -$60.6K | 0.09% | 174 |
|
|
2020
Q3 | $331K | Buy |
11,916
+36
| +0.3% | +$1K | 0.11% | 133 |
|
|
2020
Q2 | $302K | Buy |
+11,880
| New | +$302K | 0.1% | 136 |
|
|
2019
Q4 | – | Sell |
-14,949
| Closed | -$362K | – | 796 |
|
|
2019
Q3 | $362K | Sell |
14,949
-246
| -2% | -$5.96K | 0.12% | 141 |
|
|
2019
Q2 | $362K | Sell |
15,195
-273
| -2% | -$6.5K | 0.11% | 148 |
|
|
2019
Q1 | $352K | Buy |
+15,468
| New | +$352K | 0.12% | 150 |
|