Trademark Financial 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 | $396K | Hold |
7,785
| – | – | 0.24% | 63 |
|
2025
Q1 | $356K | Buy |
7,785
+108
| +1% | +$4.94K | 0.27% | 67 |
|
2024
Q4 | $370K | Buy |
7,677
+397
| +5% | +$19.1K | 0.29% | 65 |
|
2024
Q3 | $344K | Hold |
7,280
| – | – | 0.27% | 66 |
|
2024
Q2 | $325K | Buy |
7,280
+2,412
| +50% | +$108K | 0.26% | 70 |
|
2024
Q1 | $208K | Buy |
+4,868
| New | +$208K | 0.17% | 76 |
|