OneDigital Investment Advisors’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 | $1.6M | Sell |
31,422
-1,650
| -5% | -$84K | 0.02% | 490 |
|
|
2025
Q1 | $1.51M | Sell |
33,072
-1,158
| -3% | -$53K | 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% | +$678K | 0.02% | 481 |
|
|
2024
Q2 | $986K | Buy |
22,114
+3,026
| +16% | +$135K | 0.01% | 630 |
|
|
2024
Q1 | $817K | Buy |
19,088
+1,968
| +11% | +$84.2K | 0.01% | 567 |
|
|
2023
Q4 | $664K | Buy |
17,120
+8,695
| +103% | +$337K | 0.01% | 612 |
|
|
2023
Q3 | $293K | Buy |
8,425
+839
| +11% | +$29.1K | 0.01% | 813 |
|
|
2023
Q2 | $274K | Buy |
7,586
+877
| +13% | +$31.7K | 0.01% | 860 |
|
|
2023
Q1 | $223K | Buy |
+6,709
| New | +$223K | 0.01% | 876 |
|