Steward Partners Investment Advisory’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	$93.1K	Hold	1,755	–	–	﹤0.01%	2410
2025 Q4	$98.6K	Hold	1,755	–	–	﹤0.01%	2304
2025 Q3	$96.3K	Hold	1,755	–	–	﹤0.01%	2258
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	+$84.9K	﹤0.01%	2063
2023 Q4	–	Sell	-1,358	Closed	-$47.2K	–	3578
2023 Q3	$47.2K	Buy	1,358 +4	+0.3%	+$145	﹤0.01%	1937
2023 Q2	$49K	Buy	1,354 +4	+0.3%	+$137	﹤0.01%	1898
2023 Q1	$44.9K	Buy	1,350 +3	+0.2%	+$97	﹤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%	+$97	﹤0.01%	1913
2022 Q2	$41K	Buy	+1,341	New	+$44.7K	﹤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%	+$547	﹤0.01%	2428
2021 Q2	$15K	Buy	+432	New	+$14.9K	﹤0.01%	5511