de Evermay Wealth Management State Street SPDR S&P 500 ETF Trust SPY Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 38.3 M | Vender |
51,102
-1,891
| -4% | -USD 1.37 M | 3.94% | 6 |
|
|
2026
Q1 | USD 34.6 M | Vender |
52,993
-563
| -1% | -USD 383 k | 3.83% | 6 |
|
|
2025
Q4 | USD 36.6 M | Vender |
53,556
-235
| -0.4% | -USD 159 k | 4.11% | 6 |
|
|
2025
Q3 | USD 35.9 M | Vender |
53,791
-369
| -0.7% | -USD 237 k | 4.11% | 6 |
|
|
2025
Q2 | USD 33.6 M | Vender |
54,160
-1,358
| -2% | -USD 776 k | 4.13% | 6 |
|
|
2025
Q1 | USD 31.1 M | Vender |
55,518
-369
| -0.7% | -USD 217 k | 4.09% | 6 |
|
|
2024
Q4 | USD 32.9 M | Vender |
55,887
-1,230
| -2% | -USD 725 k | 4.98% | 4 |
|
|
2024
Q3 | USD 32.9 M | Vender |
57,117
-1,060
| -2% | -USD 586 k | 5.28% | 4 |
|
|
2024
Q2 | USD 31.8 M | Vender |
58,177
-346
| -0.6% | -USD 181 k | 5.09% | 4 |
|
|
2024
Q1 | USD 30.7 M | Vender |
58,523
-2,262
| -4% | -USD 1.13 M | 4.64% | 6 |
|
|
2023
Q4 | USD 29 M | Vender |
60,785
-630
| -1% | -USD 281 k | 5.36% | 5 |
|
|
2023
Q3 | USD 26.3 M | Vender |
61,415
-1,126
| -2% | -USD 501 k | 5.38% | 4 |
|
|
2023
Q2 | USD 27.8 M | Vender |
62,541
-965
| -2% | -USD 405 k | 5.35% | 5 |
|
|
2023
Q1 | USD 26.1 M | Vender |
63,506
-6,088
| -9% | -USD 2.43 M | 5.27% | 5 |
|
|
2022
Q4 | USD 26.7 M | Vender |
69,594
-1,709
| -2% | -USD 657 k | 5.44% | 5 |
|
|
2022
Q3 | USD 25.6 M | Comprar |
71,303
+1,283
| +2% | +USD 510 k | 5.09% | 5 |
|
|
2022
Q2 | USD 26.5 M | Vender |
70,020
-226
| -0.3% | -USD 92.6 k | 5.15% | 6 |
|
|
2022
Q1 | USD 31.7 M | Vender |
70,246
-763
| -1% | -USD 340 k | 5.32% | 5 |
|
|
2021
Q4 | USD 33.7 M | Vender |
71,009
-94
| -0.1% | -USD 43.2 k | 6.03% | 5 |
|
|
2021
Q3 | USD 30.5 M | Vender |
71,103
-1,020
| -1% | -USD 450 k | 5.91% | 5 |
|
|
2021
Q2 | USD 30.9 M | Vender |
72,123
-1,385
| -2% | -USD 578 k | 5.72% | 5 |
|
|
2021
Q1 | USD 29.1 M | Vender |
73,508
-2,912
| -4% | -USD 1.12 M | 5.82% | 5 |
|
|
2020
Q4 | USD 28.6 M | Vender |
76,420
-7,229
| -9% | -USD 2.56 M | 6.3% | 4 |
|
|
2020
Q3 | USD 28 M | Vender |
83,649
-849
| -1% | -USD 281 k | 6.88% | 4 |
|
|
2020
Q2 | USD 26.1 M | Comprar |
84,498
+14
| +0% | +USD 4.1 k | 6.86% | 4 |
|
|
2020
Q1 | USD 21.8 M | Vender |
84,484
-1,623
| -2% | -USD 495 k | 6.61% | 5 |
|
|
2019
Q4 | USD 27.7 M | Vender |
86,107
-902
| -1% | -USD 278 k | 6.81% | 5 |
|
|
2019
Q3 | USD 25.8 M | Vender |
87,009
-858
| -1% | -USD 254 k | 7.04% | 5 |
|
|
2019
Q2 | USD 25.7 M | Vender |
87,867
-1,546
| -2% | -USD 445 k | 7.15% | 5 |
|
|
2019
Q1 | USD 25.3 M | Vender |
89,413
-171
| -0.2% | -USD 46.5 k | 7.14% | 5 |
|
|
2018
Q4 | USD 22.4 M | Comprar |
89,584
+2,721
| +3% | +USD 734 k | 7.25% | 5 |
|
|
2018
Q3 | USD 25.3 M | Vender |
86,863
-1,766
| -2% | -USD 503 k | 7.88% | 4 |
|
|
2018
Q2 | USD 24 M | Vender |
88,629
-1,469
| -2% | -USD 397 k | 8.01% | 4 |
|
|
2018
Q1 | USD 23.7 M | Vender |
90,098
-2,213
| -2% | -USD 604 k | 8.17% | 4 |
|
|
2017
Q4 | USD 24.6 M | Vender |
92,311
-4,042
| -4% | -USD 1.05 M | 9.02% | 4 |
|
|
2017
Q3 | USD 24.2 M | Vender |
96,353
-3,445
| -3% | -USD 849 k | 10.51% | 4 |
|
|
2017
Q2 | USD 24.1 M | Vender |
99,798
-7,216
| -7% | -USD 1.73 M | 10.7% | 3 |
|
|
2017
Q1 | USD 25.2 M | Vender |
107,014
-2,395
| -2% | -USD 557 k | 11.29% | 3 |
|
|
2016
Q4 | USD 24.5 M | Vender |
109,409
-3,472
| -3% | -USD 758 k | 11.97% | 3 |
|
|
2016
Q3 | USD 24.4 M | Vender |
112,881
-1,597
| -1% | -USD 345 k | 12.29% | 3 |
|
|
2016
Q2 | USD 24 M | Comprar |
114,478
+918
| +0.8% | +USD 190 k | 12.53% | 3 |
|
|
2016
Q1 | USD 23.3 M | Comprar |
113,560
+1,337
| +1% | +USD 261 k | 13.08% | 2 |
|
|
2015
Q4 | USD 22.9 M | Comprar |
112,223
+139
| +0.1% | +USD 28.5 k | 13.48% | 2 |
|
|
2015
Q3 | USD 21.5 M | Comprar |
112,084
+1,625
| +1% | +USD 330 k | 12.87% | 3 |
|
|
2015
Q2 | USD 22.7 M | Vender |
110,459
-1,030
| -0.9% | -USD 217 k | 13.53% | 2 |
|
|
2015
Q1 | USD 23 M | Vender |
111,489
-633
| -0.6% | -USD 131 k | 13.61% | 2 |
|
|
2014
Q4 | USD 23 M | Comprar |
112,122
+281
| +0.3% | +USD 56.5 k | 14.96% | 2 |
|
|
2014
Q3 | USD 22 M | Vender |
111,841
-1,155
| -1% | -USD 228 k | 18.92% | 1 |
|
|
2014
Q2 | USD 22.1 M | Comprar |
112,996
+1,280
| +1% | +USD 243 k | 19.13% | 1 |
|
|
2014
Q1 | USD 20.9 M | Vender |
111,716
-3,119
| -3% | -USD 572 k | 22.25% | 1 |
|
|
2013
Q4 | USD 21.2 M | Comprar |
+114,835
| Nuevas | +USD 20.3 M | 29.47% | 1 |
|
Otros fondos que tienen SPY en su cartera
Posición de Evermay Wealth Management en SPY: resumen de T2 2026
Evermay Wealth Management redujo su participación en State Street SPDR S&P 500 ETF Trust (SPY) en 3.6% durante T2 2026, al vender acciones por un valor estimado de USD 1.37 M, y conservó 51,102 acciones valuadas en USD 38.3 M. La posición representa 3.94% de la cartera y ocupa el puesto #6.
Evermay Wealth Management reportó por primera vez una posición en SPY en T4 2013 y la ha mantenido durante 51 trimestres desde entonces. Al cierre de T2 2026, 4,676 fondos que sigue Wall St. Rank mantienen una posición en SPY.
- Al cierre de T2 2026, Evermay Wealth Management tenía 51,102 acciones de State Street SPDR S&P 500 ETF Trust con un valor de USD 38.3 M.
- Evermay Wealth Management vendió 1,891 acciones de State Street SPDR S&P 500 ETF Trust en T2 2026, por un valor estimado de USD 1.37 M.
- State Street SPDR S&P 500 ETF Trust representó 3.94% de la cartera de Evermay Wealth Management en T2 2026 y fue su posición número 6.
- Evermay Wealth Management reportó por primera vez una posición en State Street SPDR S&P 500 ETF Trust en T4 2013 y la ha mantenido durante 51 trimestres desde entonces.
- Al cierre de T2 2026, 4,676 fondos que sigue Wall St. Rank tenían State Street SPDR S&P 500 ETF Trust en cartera.
Según el Informe 13F de Evermay Wealth Management correspondiente a T2 2026, presentado el 27 jul 2026.