Horst & Graben 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
$446K Sell
8,747
-292
-3% -$14.9K 0.07% 108
2025
Q1
$414K Buy
9,039
+1,473
+19% +$67.4K 0.07% 106
2024
Q4
$364K Sell
7,566
-55
-0.7% -$2.65K 0.06% 109
2024
Q3
$360K Buy
7,621
+318
+4% +$15K 0.06% 105
2024
Q2
$326K Buy
7,303
+136
+2% +$6.07K 0.06% 103
2024
Q1
$307K Sell
7,167
-291
-4% -$12.5K 0.06% 109
2023
Q4
$289K Buy
7,458
+115
+2% +$4.46K 0.06% 106
2023
Q3
$255K Buy
7,343
+111
+2% +$3.86K 0.06% 111
2023
Q2
$262K Sell
7,232
-1,009
-12% -$36.6K 0.06% 109
2023
Q1
$274K Buy
8,241
+72
+0.9% +$2.39K 0.07% 105
2022
Q4
$254K Sell
8,169
-384
-4% -$11.9K 0.07% 114
2022
Q3
$248K Sell
8,553
-2,130
-20% -$61.8K 0.07% 108
2022
Q2
$328K Sell
10,683
-186
-2% -$5.71K 0.09% 96
2022
Q1
$402K Sell
10,869
-4,188
-28% -$155K 0.1% 92
2021
Q4
$591K Sell
15,057
-588
-4% -$23.1K 0.15% 73
2021
Q3
$554K Sell
15,645
-24
-0.2% -$850 0.15% 77
2021
Q2
$554K Sell
15,669
-1,311
-8% -$46.4K 0.15% 75
2021
Q1
$556K Buy
16,980
+684
+4% +$22.4K 0.18% 74
2020
Q4
$505K Sell
16,296
-543
-3% -$16.8K 0.17% 67
2020
Q3
$469K Sell
16,839
-11,862
-41% -$330K 0.18% 64
2020
Q2
$730K Buy
28,701
+3
+0% +$76 0.32% 43
2020
Q1
$611K Buy
+28,698
New +$611K 0.32% 43