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