Everhart Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,226
+297
| +15% | +$184K | 0.16% | 89 |
|
|
2025
Q1 | $1.08M | Buy |
1,929
+64
| +3% | +$35.8K | 0.15% | 98 |
|
|
2024
Q4 | $1.09M | Buy |
1,865
+556
| +42% | +$326K | 0.23% | 90 |
|
|
2024
Q3 | $751K | Sell |
1,309
-422
| -24% | -$242K | 0.17% | 139 |
|
|
2024
Q2 | $791K | Buy |
1,731
+330
| +24% | +$151K | 0.21% | 103 |
|
|
2024
Q1 | $733K | Buy |
1,401
+5
| +0.4% | +$2.62K | 0.21% | 102 |
|
|
2023
Q4 | $663K | Sell |
1,396
-284
| -17% | -$135K | 0.24% | 89 |
|
|
2023
Q3 | $718K | Sell |
1,680
-740
| -31% | -$316K | 0.3% | 72 |
|
|
2023
Q2 | $704K | Buy |
2,420
+837
| +53% | +$244K | 0.29% | 71 |
|
|
2023
Q1 | $648K | Sell |
1,583
-26
| -2% | -$10.6K | 0.29% | 69 |
|
|
2022
Q4 | $615K | Buy |
1,609
+39
| +2% | +$14.9K | 0.31% | 70 |
|
|
2022
Q3 | $560K | Buy |
1,570
+152
| +11% | +$54.2K | 0.31% | 66 |
|
|
2022
Q2 | $535K | Buy |
1,418
+2
| +0.1% | +$755 | 0.33% | 71 |
|
|
2022
Q1 | $639K | Buy |
1,416
+43
| +3% | +$19.4K | 0.37% | 55 |
|
|
2021
Q4 | $653K | Hold |
1,373
| – | – | 0.39% | 53 |
|
|
2021
Q3 | $590K | Buy |
1,373
+11
| +0.8% | +$4.73K | 0.4% | 49 |
|
|
2021
Q2 | $582K | Sell |
1,362
-1
| -0.1% | -$427 | 0.4% | 50 |
|
|
2021
Q1 | $540K | Buy |
1,363
+10
| +0.7% | +$3.96K | 0.47% | 44 |
|
|
2020
Q4 | $506K | Buy |
+1,353
| New | +$506K | 0.47% | 41 |
|