United Capital Financial Advisors’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 | $1.42M | Buy |
27,839
+48
| +0.2% | +$2.45K | 0.01% | 506 |
|
|
2025
Q1 | $1.27M | Sell |
27,791
-307
| -1% | -$14K | 0.01% | 514 |
|
|
2024
Q4 | $1.35M | Buy |
28,098
+50
| +0.2% | +$2.41K | 0.01% | 492 |
|
|
2024
Q3 | $1.33M | Sell |
28,048
-16
| -0.1% | -$756 | 0.01% | 481 |
|
|
2024
Q2 | $1.25M | Buy |
28,064
+1,237
| +5% | +$55.2K | 0.01% | 482 |
|
|
2024
Q1 | $1.15M | Sell |
26,827
-483
| -2% | -$20.7K | 0.01% | 526 |
|
|
2023
Q4 | $1.06M | Sell |
27,310
-95
| -0.3% | -$3.69K | 0.01% | 547 |
|
|
2023
Q3 | $952K | Sell |
27,405
-1,779
| -6% | -$61.8K | 0.01% | 525 |
|
|
2023
Q2 | $1.06M | Buy |
29,184
+116
| +0.4% | +$4.2K | 0.01% | 540 |
|
|
2023
Q1 | $966K | Buy |
29,068
+133
| +0.5% | +$4.42K | 0.01% | 583 |
|
|
2022
Q4 | $900K | Buy |
28,935
+5,094
| +21% | +$159K | 0.01% | 630 |
|
|
2022
Q3 | $693K | Buy |
23,841
+5,868
| +33% | +$171K | ﹤0.01% | 687 |
|
|
2022
Q2 | $553K | Buy |
17,973
+1,671
| +10% | +$51.4K | ﹤0.01% | 772 |
|
|
2022
Q1 | $603K | Sell |
16,302
-3,816
| -19% | -$141K | ﹤0.01% | 787 |
|
|
2021
Q4 | $789K | Buy |
20,118
+318
| +2% | +$12.5K | ﹤0.01% | 739 |
|
|
2021
Q3 | $701K | Sell |
19,800
-729
| -4% | -$25.8K | ﹤0.01% | 766 |
|
|
2021
Q2 | $726K | Buy |
20,529
+78
| +0.4% | +$2.76K | ﹤0.01% | 776 |
|
|
2021
Q1 | $670K | Buy |
20,451
+66
| +0.3% | +$2.16K | ﹤0.01% | 765 |
|
|
2020
Q4 | $632K | Buy |
20,385
+981
| +5% | +$30.4K | ﹤0.01% | 786 |
|
|
2020
Q3 | $540K | Buy |
19,404
+2,016
| +12% | +$56.1K | ﹤0.01% | 809 |
|
|
2020
Q2 | $442K | Buy |
17,388
+894
| +5% | +$22.7K | ﹤0.01% | 904 |
|
|
2020
Q1 | $351K | Buy |
16,494
+105
| +0.6% | +$2.23K | ﹤0.01% | 934 |
|
|
2019
Q4 | $431K | Buy |
16,389
+1,698
| +12% | +$44.7K | ﹤0.01% | 1028 |
|
|
2019
Q3 | $356K | Buy |
14,691
+549
| +4% | +$13.3K | ﹤0.01% | 1029 |
|
|
2019
Q2 | $337K | Buy |
14,142
+165
| +1% | +$3.93K | ﹤0.01% | 1153 |
|
|
2019
Q1 | $318K | Buy |
13,977
+120
| +0.9% | +$2.73K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $281K | Buy |
13,857
+843
| +6% | +$17.1K | ﹤0.01% | 1087 |
|
|
2018
Q3 | $306K | Buy |
13,014
+42
| +0.3% | +$988 | ﹤0.01% | 1102 |
|
|
2018
Q2 | $285K | Buy |
12,972
+459
| +4% | +$10.1K | ﹤0.01% | 1098 |
|
|
2018
Q1 | $269K | Buy |
12,513
+2,631
| +27% | +$56.6K | ﹤0.01% | 1129 |
|
|
2017
Q4 | $213K | Buy |
+9,882
| New | +$213K | ﹤0.01% | 1223 |
|