TIM
Tortoise Investment 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 | $246K | Buy |
4,835
+40
| +0.8% | +$2.04K | 0.02% | 198 |
|
|
2025
Q1 | $219K | Hold |
4,795
| – | – | 0.02% | 206 |
|
|
2024
Q4 | $231K | Sell |
4,795
-800
| -14% | -$38.5K | 0.02% | 207 |
|
|
2024
Q3 | $264K | Hold |
5,595
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $250K | Hold |
5,595
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $239K | Hold |
5,595
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $217K | Hold |
5,595
| – | – | 0.03% | 199 |
|
|
2023
Q3 | $194K | Hold |
5,595
| – | – | 0.03% | 194 |
|
|
2023
Q2 | $202K | Hold |
5,595
| – | – | 0.03% | 194 |
|
|
2023
Q1 | $186K | Buy |
5,595
+3,730
| +200% | +$124K | 0.03% | 196 |
|
|
2022
Q4 | $174K | Hold |
1,865
| – | – | 0.03% | 195 |
|
|
2022
Q3 | $163K | Hold |
1,865
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $172K | Buy |
1,865
+100
| +6% | +$9.22K | 0.03% | 182 |
|
|
2022
Q1 | $196K | Sell |
1,765
-85
| -5% | -$9.44K | 0.04% | 183 |
|
|
2021
Q4 | $218K | Sell |
1,850
-45
| -2% | -$5.3K | 0.04% | 158 |
|
|
2021
Q3 | $201K | Hold |
1,895
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $201K | Sell |
1,895
-1,410
| -43% | -$150K | 0.04% | 156 |
|
|
2021
Q1 | $325K | Hold |
3,305
| – | – | 0.07% | 124 |
|
|
2020
Q4 | $307K | Hold |
3,305
| – | – | 0.07% | 118 |
|
|
2020
Q3 | $276K | Sell |
3,305
-350
| -10% | -$29.2K | 0.07% | 117 |
|
|
2020
Q2 | $279K | Buy |
3,655
+700
| +24% | +$53.4K | 0.07% | 111 |
|
|
2020
Q1 | $189K | Buy |
2,955
+245
| +9% | +$15.7K | 0.05% | 133 |
|
|
2019
Q4 | $214K | Buy |
2,710
+410
| +18% | +$32.4K | 0.05% | 131 |
|
|
2019
Q3 | $167K | Buy |
2,300
+355
| +18% | +$25.8K | 0.04% | 150 |
|
|
2019
Q2 | $139K | Hold |
1,945
| – | – | 0.04% | 164 |
|
|
2019
Q1 | $133K | Buy |
+1,945
| New | +$133K | 0.03% | 161 |
|