Milestone Investment Advisors’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 | $3.26M | Sell |
64,048
-4,317
| -6% | -$220K | 0.85% | 38 |
|
|
2025
Q1 | $3.13M | Sell |
68,365
-1,678
| -2% | -$76.8K | 0.87% | 37 |
|
|
2024
Q4 | $3.37M | Sell |
70,043
-452
| -0.6% | -$21.8K | 0.92% | 31 |
|
|
2024
Q3 | $3.33M | Buy |
70,495
+142
| +0.2% | +$6.71K | 0.93% | 33 |
|
|
2024
Q2 | $3.14M | Sell |
70,353
-4,320
| -6% | -$193K | 0.83% | 35 |
|
|
2024
Q1 | $3.2M | Sell |
74,673
-193
| -0.3% | -$8.26K | 0.86% | 29 |
|
|
2023
Q4 | $2.91M | Buy |
74,866
+2,202
| +3% | +$85.5K | 0.84% | 29 |
|
|
2023
Q3 | $2.52M | Sell |
72,664
-3,540
| -5% | -$123K | 0.72% | 31 |
|
|
2023
Q2 | $2.76M | Buy |
76,204
+1,328
| +2% | +$48K | 0.85% | 30 |
|
|
2023
Q1 | $2.49M | Sell |
74,876
-1,108
| -1% | -$36.8K | 0.77% | 31 |
|
|
2022
Q4 | $2.36M | Buy |
+75,984
| New | +$2.36M | 0.83% | 29 |
|