Stonehearth Capital Management’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 | $3.69M | Buy |
72,472
+2,838
| +4% | +$145K | 1.53% | 13 |
|
2025
Q1 | $3.19M | Sell |
69,634
-4,987
| -7% | -$228K | 1.32% | 16 |
|
2024
Q4 | $3.59M | Sell |
74,621
-4,911
| -6% | -$236K | 1.44% | 16 |
|
2024
Q3 | $3.76M | Sell |
79,532
-1,662
| -2% | -$78.5K | 1.49% | 14 |
|
2024
Q2 | $3.62M | Sell |
81,194
-574
| -0.7% | -$25.6K | 1.55% | 14 |
|
2024
Q1 | $3.5M | Sell |
81,768
-429
| -0.5% | -$18.4K | 1.58% | 14 |
|
2023
Q4 | $3.19M | Sell |
82,197
-2,070
| -2% | -$80.3K | 1.57% | 15 |
|
2023
Q3 | $2.93M | Buy |
84,267
+1,091
| +1% | +$37.9K | 1.6% | 15 |
|
2023
Q2 | $3.01M | Sell |
83,176
-2,497
| -3% | -$90.3K | 1.58% | 15 |
|
2023
Q1 | $2.85M | Buy |
85,673
+1,088
| +1% | +$36.2K | 1.53% | 16 |
|
2022
Q4 | $2.63M | Buy |
84,585
+2,622
| +3% | +$81.6K | 1.48% | 15 |
|
2022
Q3 | $2.38M | Buy |
81,963
+5,916
| +8% | +$172K | 1.46% | 15 |
|
2022
Q2 | $2.41M | Sell |
76,047
-3,156
| -4% | -$100K | 1.37% | 15 |
|
2022
Q1 | $2.93M | Buy |
79,203
+12,957
| +20% | +$479K | 1.52% | 16 |
|
2021
Q4 | $2.6M | Sell |
66,246
-8,907
| -12% | -$349K | 1.35% | 15 |
|
2021
Q3 | $2.66M | Buy |
75,153
+711
| +1% | +$25.2K | 1.39% | 14 |
|
2021
Q2 | $2.63M | Buy |
74,442
+5,346
| +8% | +$189K | 1.3% | 14 |
|
2021
Q1 | $2.26M | Buy |
69,096
+417
| +0.6% | +$13.7K | 1.23% | 15 |
|
2020
Q4 | $2.13M | Buy |
68,679
+1,119
| +2% | +$34.7K | 1.2% | 17 |
|
2020
Q3 | $1.88M | Buy |
67,560
+3,876
| +6% | +$108K | 1.25% | 18 |
|
2020
Q2 | $1.72M | Buy |
63,684
+29,520
| +86% | +$796K | 1.14% | 18 |
|
2020
Q1 | $727K | Sell |
34,164
-9,981
| -23% | -$212K | 0.59% | 29 |
|
2019
Q4 | $1.16M | Sell |
44,145
-9,621
| -18% | -$253K | 0.77% | 23 |
|
2019
Q3 | $1.3M | Buy |
53,766
+11,958
| +29% | +$290K | 0.95% | 16 |
|
2019
Q2 | $997K | Buy |
41,808
+801
| +2% | +$19.1K | 0.73% | 20 |
|
2019
Q1 | $933K | Buy |
41,007
+9,657
| +31% | +$220K | 0.71% | 20 |
|
2018
Q4 | $637K | Sell |
31,350
-393
| -1% | -$7.99K | 0.54% | 24 |
|
2018
Q3 | $747K | Buy |
31,743
+2,073
| +7% | +$48.8K | 0.57% | 23 |
|
2018
Q2 | $651K | Buy |
29,670
+1,086
| +4% | +$23.8K | 0.51% | 25 |
|
2018
Q1 | $614K | Buy |
28,584
+3,981
| +16% | +$85.5K | 0.48% | 27 |
|
2017
Q4 | $531K | Buy |
24,603
+4,323
| +21% | +$93.3K | 0.4% | 27 |
|
2017
Q3 | $412K | Buy |
20,280
+9,480
| +88% | +$193K | 0.32% | 26 |
|
2017
Q2 | $212K | Buy |
+10,800
| New | +$212K | 0.17% | 32 |
|