Trevian Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$794K Hold
2025
Q1
$713K Buy
2024
Q4
$747K Buy
2024
Q3
$732K Hold
2024
Q2
$691K Buy
2024
Q1
$608K Buy