Holt Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $784K | Hold |
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|
2024
Q3 | $769K | Hold |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $692K | Hold |
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|
2023
Q4 | $628K | Hold |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $502K | Hold |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $463K | Hold |
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|
2020
Q3 | $416K | Hold |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $332K | Hold |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $355K | Hold |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $283K | Buy |
|