Investment Research & Advisory Group’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 | $1.8M | Buy |
2,920
+75
| +3% | +$46.3K | 0.67% | 35 |
|
|
2025
Q1 | $1.59M | Buy |
2,845
+2
| +0.1% | +$1.12K | 0.66% | 39 |
|
|
2024
Q4 | $1.67M | Sell |
2,843
-166
| -6% | -$97.3K | 0.69% | 38 |
|
|
2024
Q3 | $1.73M | Sell |
3,009
-61
| -2% | -$35K | 0.73% | 37 |
|
|
2024
Q2 | $1.67M | Sell |
3,070
-75
| -2% | -$40.8K | 0.74% | 38 |
|
|
2024
Q1 | $1.65M | Sell |
3,145
-195
| -6% | -$102K | 0.76% | 38 |
|
|
2023
Q4 | $1.59M | Sell |
3,340
-35
| -1% | -$16.6K | 0.81% | 35 |
|
|
2023
Q3 | $1.44M | Sell |
3,375
-1
| -0% | -$427 | 0.82% | 37 |
|
|
2023
Q2 | $1.5M | Sell |
3,376
-249
| -7% | -$110K | 0.87% | 35 |
|
|
2023
Q1 | $1.48M | Sell |
3,625
-12,359
| -77% | -$5.06M | 0.95% | 33 |
|
|
2022
Q4 | $2.04M | Buy |
15,984
+2,862
| +22% | +$365K | 1.34% | 23 |
|
|
2022
Q3 | $1.56M | Sell |
13,122
-1,014
| -7% | -$121K | 1.17% | 29 |
|
|
2022
Q2 | $1.78M | Sell |
14,136
-810
| -5% | -$102K | 1.29% | 27 |
|
|
2022
Q1 | $2.25M | Hold |
14,946
| – | – | 1.41% | 21 |
|
|
2021
Q4 | $2.37M | Sell |
14,946
-354
| -2% | -$56K | 1.44% | 21 |
|
|
2021
Q3 | $2.2M | Hold |
15,300
| – | – | 1.45% | 21 |
|
|
2021
Q2 | $2.18M | Buy |
15,300
+2,295
| +18% | +$327K | 1.44% | 22 |
|
|
2021
Q1 | $1.72M | Sell |
13,005
-405
| -3% | -$53.5K | 1.26% | 25 |
|
|
2020
Q4 | $1.67M | Sell |
13,410
-2,298
| -15% | -$286K | 1.24% | 26 |
|
|
2020
Q3 | $1.75M | Sell |
15,708
-927
| -6% | -$103K | 1.46% | 21 |
|
|
2020
Q2 | $1.7M | Sell |
16,635
-41,886
| -72% | -$4.29M | 1.53% | 19 |
|
|
2020
Q1 | $5.03M | Buy |
58,521
+54,957
| +1,542% | +$4.72M | 4.66% | 5 |
|
|
2019
Q4 | $382K | Buy |
+3,564
| New | +$382K | 0.35% | 36 |
|