Values Added Financial’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 | $588K | Sell |
11,537
-1,840
| -14% | -$93.7K | 0.28% | 66 |
|
|
2025
Q1 | $612K | Buy |
13,377
+2,499
| +23% | +$114K | 0.34% | 58 |
|
|
2024
Q4 | $524K | Hold |
10,878
| – | – | 0.3% | 61 |
|
|
2024
Q3 | $514K | Hold |
10,878
| – | – | 0.32% | 56 |
|
|
2024
Q2 | $485K | Hold |
10,878
| – | – | 0.35% | 55 |
|
|
2024
Q1 | $466K | Hold |
10,878
| – | – | 0.36% | 52 |
|
|
2023
Q4 | $422K | Hold |
10,878
| – | – | 0.35% | 52 |
|
|
2023
Q3 | $378K | Hold |
10,878
| – | – | 0.34% | 56 |
|
|
2023
Q2 | $393K | Buy |
+10,878
| New | +$393K | 0.37% | 55 |
|