Everhart Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $506K | Buy |
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