OneDigital 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	$1.66M	Buy	31,313 +1,939	+7%	+$108K	0.02%	533
2025 Q4	$1.65M	Buy	29,374 +399	+1%	+$22.2K	0.02%	513
2025 Q3	$1.59M	Sell	28,975 -2,447	-8%	-$129K	0.02%	508
2025 Q2	$1.6M	Sell	31,422 -1,650	-5%	-$77.5K	0.02%	490
2025 Q1	$1.51M	Sell	33,072 -1,158	-3%	-$55.9K	0.02%	478
2024 Q4	$1.65M	Sell	34,230 -2,236	-6%	-$108K	0.02%	472
2024 Q3	$1.72M	Buy	36,466 +14,352	+65%	+$651K	0.02%	481
2024 Q2	$986K	Buy	22,114 +3,026	+16%	+$130K	0.01%	630
2024 Q1	$817K	Buy	19,088 +1,968	+11%	+$80.2K	0.01%	567
2023 Q4	$664K	Buy	17,120 +8,695	+103%	+$316K	0.01%	612
2023 Q3	$293K	Buy	8,425 +839	+11%	+$30.4K	0.01%	813
2023 Q2	$274K	Buy	7,586 +877	+13%	+$30K	0.01%	860
2023 Q1	$223K	Buy	+6,709	New	+$217K	0.01%	876