Moneta Group 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	$722K	Buy	13,614 +29	+0.2%	+$1.62K	0.01%	426
2025 Q4	$763K	Buy	13,585 +214	+2%	+$11.9K	0.01%	408
2025 Q3	$733K	Buy	13,371 +722	+6%	+$38.1K	0.01%	412
2025 Q2	$644K	Sell	12,649 -15	-0.1%	-$705	0.01%	383
2025 Q1	$579K	Buy	12,664 +7	+0.1%	+$338	0.01%	384
2024 Q4	$609K	Sell	12,657 -1,504	-11%	-$72.7K	0.01%	365
2024 Q3	$669K	Sell	14,161 -608	-4%	-$27.6K	0.01%	349
2024 Q2	$659K	Sell	14,769 -1,048	-7%	-$44.9K	0.01%	334
2024 Q1	$677K	Sell	15,817 -5,356	-25%	-$218K	0.01%	324
2023 Q4	$822K	Buy	21,173 +2,906	+16%	+$106K	0.02%	264
2023 Q3	$634K	Buy	+18,267	New	+$662K	0.01%	275
2022 Q3	–	Sell	-6,666	Closed	-$205K	–	462
2022 Q2	$205K	Sell	6,666 -4,251	-39%	-$142K	0.01%	438
2022 Q1	$404K	Buy	10,917 +162	+2%	+$5.92K	0.02%	319
2021 Q4	$422K	Buy	10,755 +786	+8%	+$29.8K	0.02%	321
2021 Q3	$353K	Buy	9,969 +810	+9%	+$29.5K	0.02%	335
2021 Q2	$324K	Buy	9,159 +849	+10%	+$29.3K	0.01%	346
2021 Q1	$272K	Buy	8,310 +696	+9%	+$22.1K	0.01%	356
2020 Q4	$236K	Buy	+7,614	New	+$224K	0.02%	280