Milestone Investment Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.26M	Buy	61,469 +655	+1%	+$36.5K	0.79%	37
2025 Q4	$3.42M	Sell	60,814 -3,159	-5%	-$176K	0.83%	35
2025 Q3	$3.51M	Sell	63,973 -75	-0.1%	-$3.96K	0.87%	35
2025 Q2	$3.26M	Sell	64,048 -4,317	-6%	-$203K	0.85%	38
2025 Q1	$3.13M	Sell	68,365 -1,678	-2%	-$81K	0.87%	37
2024 Q4	$3.37M	Sell	70,043 -452	-0.6%	-$21.9K	0.92%	31
2024 Q3	$3.33M	Buy	70,495 +142	+0.2%	+$6.44K	0.93%	33
2024 Q2	$3.14M	Sell	70,353 -4,320	-6%	-$185K	0.83%	35
2024 Q1	$3.2M	Sell	74,673 -193	-0.3%	-$7.87K	0.86%	29
2023 Q4	$2.91M	Buy	74,866 +2,202	+3%	+$80K	0.84%	29
2023 Q3	$2.52M	Sell	72,664 -3,540	-5%	-$128K	0.72%	31
2023 Q2	$2.76M	Buy	76,204 +1,328	+2%	+$45.4K	0.85%	30
2023 Q1	$2.49M	Sell	74,876 -1,108	-1%	-$35.9K	0.77%	31
2022 Q4	$2.36M	Buy	+75,984	New	+$2.36M	0.83%	29