NBWM
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North Berkeley Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History

North Berkeley Wealth Management’s Portfolio SPYX Stock Details SPYX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$362K Buy
7,098
+1,541
+28% +$78.5K 0.33% 45
2025
Q1 		$254K Hold
5,557
– – 0.26% 52
2024
Q4 		$268K Buy
+5,557
New +$268K 0.27% 53