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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $952K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $701K | Sell |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $213K | Buy |
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