Ironwood Financial’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 | $288K | Hold |
6,293
| – | – | 0.06% | 133 |
|
|
2025
Q1 | $288K | Buy |
6,293
+68
| +1% | +$3.11K | 0.06% | 133 |
|
|
2024
Q4 | $300K | Sell |
6,225
-3,127
| -33% | -$151K | 0.06% | 133 |
|
|
2024
Q3 | $442K | Sell |
9,352
-146
| -2% | -$6.9K | 0.09% | 111 |
|
|
2024
Q2 | $424K | Sell |
9,498
-162
| -2% | -$7.23K | 0.1% | 114 |
|
|
2024
Q1 | $413K | Sell |
9,660
-7
| -0.1% | -$300 | 0.1% | 116 |
|
|
2023
Q4 | $375K | Buy |
9,667
+241
| +3% | +$9.35K | 0.09% | 113 |
|
|
2023
Q3 | $327K | Buy |
9,426
+55
| +0.6% | +$1.91K | 0.09% | 110 |
|
|
2023
Q2 | $339K | Sell |
9,371
-2,077
| -18% | -$75.1K | 0.09% | 114 |
|
|
2023
Q1 | $381K | Hold |
11,448
| – | – | 0.11% | 105 |
|
|
2022
Q4 | $356K | Buy |
11,448
+36
| +0.3% | +$1.12K | 0.11% | 105 |
|
|
2022
Q3 | $332K | Buy |
11,412
+267
| +2% | +$7.77K | 0.11% | 89 |
|
|
2022
Q2 | $343K | Buy |
11,145
+81
| +0.7% | +$2.49K | 0.11% | 91 |
|
|
2022
Q1 | $409K | Buy |
11,064
+627
| +6% | +$23.2K | 0.12% | 88 |
|
|
2021
Q4 | $409K | Buy |
10,437
+651
| +7% | +$25.5K | 0.11% | 92 |
|
|
2021
Q3 | $347K | Buy |
9,786
+570
| +6% | +$20.2K | 0.1% | 94 |
|
|
2021
Q2 | $326K | Buy |
9,216
+150
| +2% | +$5.31K | 0.1% | 91 |
|
|
2021
Q1 | $297K | Buy |
9,066
+1,518
| +20% | +$49.7K | 0.1% | 92 |
|
|
2020
Q4 | $234K | Buy |
7,548
+381
| +5% | +$11.8K | 0.09% | 94 |
|
|
2020
Q3 | $200K | Hold |
7,167
| – | – | 0.1% | 60 |
|
|
2020
Q2 | $182K | Buy |
7,167
+501
| +8% | +$12.7K | 0.1% | 58 |
|
|
2020
Q1 | $142K | Sell |
6,666
-4,470
| -40% | -$95.2K | 0.1% | 46 |
|
|
2019
Q4 | $293K | Sell |
11,136
-843
| -7% | -$22.2K | 0.13% | 42 |
|
|
2019
Q3 | $290K | Hold |
11,979
| – | – | 0.14% | 43 |
|
|
2019
Q2 | $286K | Sell |
11,979
-225
| -2% | -$5.37K | 0.14% | 44 |
|
|
2019
Q1 | $278K | Sell |
12,204
-570
| -4% | -$13K | 0.14% | 46 |
|
|
2018
Q4 | $259K | Buy |
12,774
+765
| +6% | +$15.5K | 0.15% | 44 |
|
|
2018
Q3 | $283K | Buy |
12,009
+1,113
| +10% | +$26.2K | 0.15% | 47 |
|
|
2018
Q2 | $239K | Buy |
10,896
+4,185
| +62% | +$91.8K | 0.14% | 41 |
|
|
2018
Q1 | $144K | Buy |
+6,711
| New | +$144K | 0.16% | 44 |
|