Everhart Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Everhart Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Sell	2,521 -8,678	-77%	-$6.29M	0.12%	87
2026 Q1	$7.28M	Buy	11,199 +9,002	+410%	+$6.12M	0.62%	26
2025 Q4	$1.5M	Sell	2,197 -25	-1%	-$16.9K	0.14%	97
2025 Q3	$1.48M	Sell	2,222 -4	-0.2%	-$2.56K	0.15%	92
2025 Q2	$1.38M	Buy	2,226 +297	+15%	+$170K	0.16%	89
2025 Q1	$1.08M	Buy	1,929 +64	+3%	+$37.6K	0.15%	98
2024 Q4	$1.09M	Buy	1,865 +556	+42%	+$328K	0.23%	90
2024 Q3	$751K	Sell	1,309 -422	-24%	-$233K	0.17%	139
2024 Q2	$791K	Buy	1,731 +330	+24%	+$173K	0.21%	103
2024 Q1	$733K	Buy	1,401 +5	+0.4%	+$2.49K	0.21%	102
2023 Q4	$663K	Sell	1,396 -284	-17%	-$127K	0.24%	89
2023 Q3	$718K	Sell	1,680 -740	-31%	-$329K	0.3%	72
2023 Q2	$704K	Buy	2,420 +837	+53%	+$351K	0.29%	71
2023 Q1	$648K	Sell	1,583 -26	-2%	-$10.4K	0.29%	69
2022 Q4	$615K	Buy	1,609 +39	+2%	+$15K	0.31%	70
2022 Q3	$560K	Buy	1,570 +152	+11%	+$60.4K	0.31%	66
2022 Q2	$535K	Buy	1,418 +2	+0.1%	+$819	0.33%	71
2022 Q1	$639K	Buy	1,416 +43	+3%	+$19.1K	0.37%	55
2021 Q4	$653K	Hold	1,373	–	–	0.39%	53
2021 Q3	$590K	Buy	1,373 +11	+0.8%	+$4.85K	0.4%	49
2021 Q2	$582K	Sell	1,362 -1	-0.1%	-$417	0.4%	50
2021 Q1	$540K	Buy	1,363 +10	+0.7%	+$3.86K	0.47%	44
2020 Q4	$506K	Buy	+1,353	New	+$480K	0.47%	41

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Everhart Financial Group's SPY Position: Q2 2026 in Review

Everhart Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 77% in Q2 2026, selling an estimated $6.29M and leaving 2,521 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #87.

Everhart Financial Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.28M in Q1 2026. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Everhart Financial Group held 2,521 shares of State Street SPDR S&P 500 ETF Trust worth $1.88M as of Q2 2026.
Everhart Financial Group sold 8,678 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.29M.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Everhart Financial Group's portfolio in Q2 2026, its #87 holding.
Everhart Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
Everhart Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $7.28M in Q1 2026.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.