Modera Wealth Management’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 | $2.48M | Buy |
48,732
+376
| +0.8% | +$19.1K | 0.03% | 239 |
|
|
2025
Q1 | $2.21M | Hold |
48,356
| – | – | 0.03% | 236 |
|
|
2024
Q4 | $2.33M | Sell |
48,356
-817
| -2% | -$39.3K | 0.03% | 235 |
|
|
2024
Q3 | $2.32M | Sell |
49,173
-1,406
| -3% | -$66.4K | 0.03% | 220 |
|
|
2024
Q2 | $2.26M | Buy |
50,579
+758
| +2% | +$33.8K | 0.03% | 211 |
|
|
2024
Q1 | $2.13M | Buy |
49,821
+432
| +0.9% | +$18.5K | 0.03% | 217 |
|
|
2023
Q4 | $1.92M | Buy |
49,389
+2,700
| +6% | +$105K | 0.03% | 227 |
|
|
2023
Q3 | $1.62M | Buy |
46,689
+5,837
| +14% | +$203K | 0.03% | 233 |
|
|
2023
Q2 | $1.48M | Buy |
40,852
+7,490
| +22% | +$271K | 0.03% | 251 |
|
|
2023
Q1 | $1.11M | Sell |
33,362
-205
| -0.6% | -$6.81K | 0.04% | 150 |
|
|
2022
Q4 | $1.04M | Sell |
33,567
-1,815
| -5% | -$56.5K | 0.04% | 150 |
|
|
2022
Q3 | $1.03M | Hold |
35,382
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $1.09M | Sell |
35,382
-8,649
| -20% | -$266K | 0.05% | 136 |
|
|
2022
Q1 | $1.63M | Sell |
44,031
-7,725
| -15% | -$286K | 0.07% | 114 |
|
|
2021
Q4 | $2.03M | Sell |
51,756
-4,137
| -7% | -$162K | 0.08% | 118 |
|
|
2021
Q3 | $1.98M | Buy |
55,893
+402
| +0.7% | +$14.2K | 0.1% | 70 |
|
|
2021
Q2 | $1.96M | Buy |
55,491
+4,332
| +8% | +$153K | 0.11% | 68 |
|
|
2021
Q1 | $1.68M | Buy |
51,159
+7,284
| +17% | +$238K | 0.11% | 70 |
|
|
2020
Q4 | $1.36M | Buy |
43,875
+4,227
| +11% | +$131K | 0.11% | 76 |
|
|
2020
Q3 | $1.1M | Buy |
39,648
+25,374
| +178% | +$707K | 0.16% | 51 |
|
|
2020
Q2 | $363K | Buy |
+14,274
| New | +$363K | 0.06% | 104 |
|