IFWM
Institute for Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
131,654
-2,902
| -2% | -$148K | 0.75% | 18 |
|
|
2025
Q1 | $6.16M | Sell |
134,556
-3,619
| -3% | -$166K | 0.79% | 14 |
|
|
2024
Q4 | $6.65M | Buy |
138,175
+7,526
| +6% | +$362K | 0.83% | 15 |
|
|
2024
Q3 | $6.17M | Buy |
130,649
+7,043
| +6% | +$333K | 0.78% | 15 |
|
|
2024
Q2 | $5.51M | Buy |
123,606
+5,585
| +5% | +$249K | 0.74% | 18 |
|
|
2024
Q1 | $5.05M | Buy |
118,021
+1,575
| +1% | +$67.4K | 0.65% | 23 |
|
|
2023
Q4 | $4.52M | Sell |
116,446
-704
| -0.6% | -$27.3K | 0.73% | 20 |
|
|
2023
Q3 | $4.07M | Buy |
117,150
+10,817
| +10% | +$376K | 0.73% | 19 |
|
|
2023
Q2 | $3.85M | Buy |
106,333
+2,975
| +3% | +$108K | 0.65% | 25 |
|
|
2023
Q1 | $3.44M | Buy |
103,358
+69,434
| +205% | +$2.31M | 0.66% | 28 |
|
|
2022
Q4 | $3.17M | Sell |
33,924
-2,788
| -8% | -$260K | 0.67% | 28 |
|
|
2022
Q3 | $3.2M | Buy |
36,712
+1,703
| +5% | +$148K | 0.72% | 21 |
|
|
2022
Q2 | $3.23M | Sell |
35,009
-8
| -0% | -$738 | 0.63% | 30 |
|
|
2022
Q1 | $3.89M | Buy |
35,017
+572
| +2% | +$63.5K | 0.63% | 27 |
|
|
2021
Q4 | $4.05M | Buy |
34,445
+3,955
| +13% | +$465K | 0.66% | 26 |
|
|
2021
Q3 | $3.24M | Buy |
30,490
+2,834
| +10% | +$301K | 0.57% | 33 |
|
|
2021
Q2 | $2.94M | Buy |
27,656
+964
| +4% | +$102K | 0.52% | 40 |
|
|
2021
Q1 | $2.62M | Buy |
26,692
+1,300
| +5% | +$128K | 0.5% | 46 |
|
|
2020
Q4 | $2.36M | Buy |
25,392
+6,680
| +36% | +$621K | 0.47% | 46 |
|
|
2020
Q3 | $1.56M | Buy |
18,712
+11,175
| +148% | +$933K | 0.36% | 68 |
|
|
2020
Q2 | $575K | Buy |
+7,537
| New | +$575K | 0.14% | 203 |
|
|
2020
Q1 | – | Sell |
-757
| Closed | -$60K | – | 643 |
|
|
2019
Q4 | $60K | Buy |
+757
| New | +$60K | 0.01% | 504 |
|