SFPM
Sensible Financial Planning & Management’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 | $19.6M | Sell |
385,557
-1,298
| -0.3% | -$66.1K | 3.73% | 9 |
|
|
2025
Q1 | $17.7M | Buy |
386,855
+5,148
| +1% | +$236K | 3.53% | 9 |
|
|
2024
Q4 | $18.4M | Sell |
381,707
-4,294
| -1% | -$207K | 3.81% | 9 |
|
|
2024
Q3 | $18.2M | Buy |
386,001
+1,461
| +0.4% | +$69K | 3.6% | 9 |
|
|
2024
Q2 | $17.2M | Sell |
384,540
-7,697
| -2% | -$343K | 3.71% | 9 |
|
|
2024
Q1 | $16.8M | Sell |
392,237
-31,770
| -7% | -$1.36M | 3.71% | 9 |
|
|
2023
Q4 | $16.5M | Sell |
424,007
-9,611
| -2% | -$373K | 3.86% | 9 |
|
|
2023
Q3 | $15.1M | Buy |
433,618
+5,621
| +1% | +$195K | 3.79% | 8 |
|
|
2023
Q2 | $15.5M | Buy |
427,997
+4,076
| +1% | +$147K | 3.64% | 8 |
|
|
2023
Q1 | $14.1M | Buy |
423,921
+290,396
| +217% | +$9.65M | 3.32% | 9 |
|
|
2022
Q4 | $12.5M | Buy |
133,525
+5,964
| +5% | +$557K | 3.1% | 9 |
|
|
2022
Q3 | $11.1M | Buy |
127,561
+2,842
| +2% | +$248K | 2.86% | 9 |
|
|
2022
Q2 | $11.5M | Buy |
124,719
+11,502
| +10% | +$1.06M | 2.9% | 10 |
|
|
2022
Q1 | $12.6M | Buy |
113,217
+3,204
| +3% | +$356K | 3.36% | 11 |
|
|
2021
Q4 | $12.9M | Buy |
110,013
+7,489
| +7% | +$881K | 3.68% | 10 |
|
|
2021
Q3 | $10.9M | Buy |
102,524
+12,682
| +14% | +$1.35M | 3.55% | 9 |
|
|
2021
Q2 | $9.54M | Buy |
89,842
+2,799
| +3% | +$297K | 3.22% | 10 |
|
|
2021
Q1 | $8.55M | Sell |
87,043
-33
| -0% | -$3.24K | 3.14% | 10 |
|
|
2020
Q4 | $8.1M | Buy |
87,076
+5,092
| +6% | +$473K | 3.02% | 10 |
|
|
2020
Q3 | $6.85M | Buy |
81,984
+25,201
| +44% | +$2.11M | 2.8% | 10 |
|
|
2020
Q2 | $4.33M | Buy |
56,783
+16,284
| +40% | +$1.24M | 1.86% | 12 |
|
|
2020
Q1 | $2.59M | Buy |
40,499
+12,282
| +44% | +$784K | 1.23% | 16 |
|
|
2019
Q4 | $2.23M | Buy |
28,217
+21,362
| +312% | +$1.68M | 0.94% | 19 |
|
|
2019
Q3 | $498K | Buy |
6,855
+2,945
| +75% | +$214K | 0.22% | 25 |
|
|
2019
Q2 | $280K | Hold |
3,910
| – | – | 0.12% | 30 |
|
|
2019
Q1 | $267K | Buy |
+3,910
| New | +$267K | 0.12% | 28 |
|