JWBC
J.W. Burns & Co’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 | $535K | Buy |
10,500
+400
| +4% | +$20.4K | 0.06% | 130 |
|
|
2025
Q1 | $462K | Buy |
10,100
+175
| +2% | +$8.01K | 0.06% | 139 |
|
|
2024
Q4 | $478K | Buy |
9,925
+600
| +6% | +$28.9K | 0.06% | 137 |
|
|
2024
Q3 | $441K | Buy |
9,325
+825
| +10% | +$39K | 0.06% | 142 |
|
|
2024
Q2 | $379K | Hold |
8,500
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $364K | Buy |
8,500
+100
| +1% | +$4.28K | 0.05% | 148 |
|
|
2023
Q4 | $326K | Sell |
8,400
-250
| -3% | -$9.7K | 0.05% | 154 |
|
|
2023
Q3 | $300K | Buy |
8,650
+1,775
| +26% | +$61.6K | 0.05% | 155 |
|
|
2023
Q2 | $249K | Buy |
+6,875
| New | +$249K | 0.04% | 158 |
|