Steward Partners Investment Advisory’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 | $89.4K | Hold |
1,755
| – | – | ﹤0.01% | 2184 |
|
|
2025
Q1 | $80.3K | Hold |
1,755
| – | – | ﹤0.01% | 2142 |
|
|
2024
Q4 | $84.5K | Buy |
+1,755
| New | +$84.5K | ﹤0.01% | 2063 |
|
|
2023
Q4 | – | Sell |
-1,358
| Closed | -$47.2K | – | 3578 |
|
|
2023
Q3 | $47.2K | Buy |
1,358
+4
| +0.3% | +$139 | ﹤0.01% | 1937 |
|
|
2023
Q2 | $49K | Buy |
1,354
+4
| +0.3% | +$145 | ﹤0.01% | 1898 |
|
|
2023
Q1 | $44.9K | Buy |
1,350
+3
| +0.2% | +$100 | ﹤0.01% | 1903 |
|
|
2022
Q4 | $41.9K | Buy |
1,347
+3
| +0.2% | +$93 | ﹤0.01% | 1909 |
|
|
2022
Q3 | $39K | Buy |
1,344
+3
| +0.2% | +$87 | ﹤0.01% | 1913 |
|
|
2022
Q2 | $41K | Buy |
+1,341
| New | +$41K | ﹤0.01% | 1902 |
|
|
2022
Q1 | – | Sell |
-447
| Closed | -$18K | – | 3370 |
|
|
2021
Q4 | $18K | Hold |
447
| – | – | ﹤0.01% | 2375 |
|
|
2021
Q3 | $16K | Buy |
447
+15
| +3% | +$537 | ﹤0.01% | 2428 |
|
|
2021
Q2 | $15K | Buy |
+432
| New | +$15K | ﹤0.01% | 5509 |
|