United Capital Financial Advisors’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
30,927
+605
| +2% | +$33.7K | 0.01% | 609 |
|
|
2025
Q4 | $1.7M | Buy |
30,322
+872
| +3% | +$48.6K | 0.01% | 573 |
|
|
2025
Q3 | $1.62M | Buy |
29,450
+1,611
| +6% | +$85K | 0.01% | 517 |
|
|
2025
Q2 | $1.42M | Buy |
27,839
+48
| +0.2% | +$2.25K | 0.01% | 510 |
|
|
2025
Q1 | $1.27M | Sell |
27,791
-307
| -1% | -$14.8K | 0.01% | 518 |
|
|
2024
Q4 | $1.35M | Buy |
28,098
+50
| +0.2% | +$2.42K | 0.01% | 496 |
|
|
2024
Q3 | $1.33M | Sell |
28,048
-16
| -0.1% | -$726 | 0.01% | 481 |
|
|
2024
Q2 | $1.25M | Buy |
28,064
+1,237
| +5% | +$52.9K | 0.01% | 484 |
|
|
2024
Q1 | $1.15M | Sell |
26,827
-483
| -2% | -$19.7K | 0.01% | 528 |
|
|
2023
Q4 | $1.06M | Sell |
27,310
-95
| -0.3% | -$3.45K | 0.01% | 548 |
|
|
2023
Q3 | $952K | Sell |
27,405
-1,779
| -6% | -$64.5K | 0.01% | 525 |
|
|
2023
Q2 | $1.06M | Buy |
29,184
+116
| +0.4% | +$3.96K | 0.01% | 540 |
|
|
2023
Q1 | $966K | Buy |
29,068
+133
| +0.5% | +$4.3K | 0.01% | 585 |
|
|
2022
Q4 | $900K | Buy |
28,935
+5,094
| +21% | +$158K | 0.01% | 630 |
|
|
2022
Q3 | $693K | Buy |
23,841
+5,868
| +33% | +$190K | ﹤0.01% | 687 |
|
|
2022
Q2 | $553K | Buy |
17,973
+1,671
| +10% | +$55.7K | ﹤0.01% | 772 |
|
|
2022
Q1 | $603K | Sell |
16,302
-3,816
| -19% | -$139K | ﹤0.01% | 790 |
|
|
2021
Q4 | $789K | Buy |
20,118
+318
| +2% | +$12K | ﹤0.01% | 740 |
|
|
2021
Q3 | $701K | Sell |
19,800
-729
| -4% | -$26.6K | ﹤0.01% | 767 |
|
|
2021
Q2 | $726K | Buy |
20,529
+78
| +0.4% | +$2.69K | ﹤0.01% | 778 |
|
|
2021
Q1 | $670K | Buy |
20,451
+66
| +0.3% | +$2.1K | ﹤0.01% | 766 |
|
|
2020
Q4 | $632K | Buy |
20,385
+981
| +5% | +$28.8K | ﹤0.01% | 790 |
|
|
2020
Q3 | $540K | Buy |
19,404
+2,016
| +12% | +$55.2K | ﹤0.01% | 813 |
|
|
2020
Q2 | $442K | Buy |
17,388
+894
| +5% | +$21.6K | ﹤0.01% | 910 |
|
|
2020
Q1 | $351K | Buy |
16,494
+105
| +0.6% | +$2.63K | ﹤0.01% | 939 |
|
|
2019
Q4 | $431K | Buy |
16,389
+1,698
| +12% | +$42.7K | ﹤0.01% | 1037 |
|
|
2019
Q3 | $356K | Buy |
14,691
+549
| +4% | +$13.2K | ﹤0.01% | 1038 |
|
|
2019
Q2 | $337K | Buy |
14,142
+165
| +1% | +$3.86K | ﹤0.01% | 1168 |
|
|
2019
Q1 | $318K | Buy |
13,977
+120
| +0.9% | +$2.64K | ﹤0.01% | 1107 |
|
|
2018
Q4 | $281K | Buy |
13,857
+843
| +6% | +$18.4K | ﹤0.01% | 1087 |
|
|
2018
Q3 | $306K | Buy |
13,014
+42
| +0.3% | +$969 | ﹤0.01% | 1102 |
|
|
2018
Q2 | $285K | Buy |
12,972
+459
| +4% | +$10K | ﹤0.01% | 1098 |
|
|
2018
Q1 | $269K | Buy |
12,513
+2,631
| +27% | +$58.3K | ﹤0.01% | 1129 |
|
|
2017
Q4 | $213K | Buy |
+9,882
| New | +$208K | ﹤0.01% | 1223 |
|
Other funds holding SPYX
WHAM
CIA
GAM
ST