NEWAS
N.E.W. Advisory Services’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 | $300K | Buy |
5,894
+16
| +0.3% | +$815 | 0.03% | 150 |
|
|
2025
Q1 | $269K | Hold |
5,878
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $283K | Sell |
5,878
-1,973
| -25% | -$95K | 0.03% | 158 |
|
|
2024
Q3 | $371K | Hold |
7,851
| – | – | 0.04% | 132 |
|
|
2024
Q2 | $350K | Hold |
7,851
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $336K | Hold |
7,851
| – | – | 0.04% | 129 |
|
|
2023
Q4 | $305K | Hold |
7,851
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $273K | Hold |
7,851
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $284K | Hold |
7,851
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $261K | Buy |
7,851
+5,234
| +200% | +$174K | 0.04% | 113 |
|
|
2022
Q4 | $244K | Hold |
2,617
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $228K | Sell |
2,617
-67
| -2% | -$5.84K | 0.04% | 118 |
|
|
2022
Q2 | $248K | Buy |
2,684
+519
| +24% | +$48K | 0.04% | 113 |
|
|
2022
Q1 | $213K | Hold |
2,165
| – | – | 0.04% | 120 |
|
|
2021
Q4 | $255K | Hold |
2,165
| – | – | 0.04% | 122 |
|
|
2021
Q3 | $230K | Hold |
2,165
| – | – | 0.04% | 125 |
|
|
2021
Q2 | $230K | Hold |
2,165
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $215K | Hold |
2,165
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $201K | Buy |
+2,165
| New | +$201K | 0.04% | 132 |
|