David Katz - Matrix Asset Advisors
Holding/activity history for SPDR S&P 500 Fossil Fuel Res (SPYX)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 11,784 | 0.06 | Add 21.52% | 0.01 | $47.27 |
| 2024 Q2 | 9,697 | 0.05 | Reduce 6.51% | 0.00 | $44.55 |
| 2024 Q1 | 10,372 | 0.05 | Reduce 2.25% | 0.00 | $42.81 |
| 2023 Q4 | 10,611 | 0.05 | Reduce 1.17% | 0.00 | $38.83 |
| 2023 Q3 | 10,737 | 0.05 | Reduce 1.19% | 0.00 | $34.74 |
| 2023 Q2 | 10,866 | 0.05 | Add 1.97% | 0.00 | $36.17 |
| 2023 Q1 | 10,656 | 0.05 | Add 0.88% | 0.00 | $33.22 |
| 2022 Q4 | 10,563 | 0.05 | $31.15 | ||
| 2022 Q3 | 10,563 | 0.05 | Reduce 3.69% | 0.00 | $29.06 |
| 2022 Q2 | 10,968 | 0.05 | Add 15.29% | 0.01 | $30.73 |
| 2022 Q1 | 9,513 | 0.05 | Buy | 0.05 | $37.00 |
| 2021 Q3 | 0 | 0 | Sell 100.00% | 0.03 | |
| 2021 Q2 | 5,814 | 0.03 | Buy | 0.03 | $35.43 |