EWM
Evermay Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
225,968
+90,723
| +67% | +$6.59M | 2.02% | 8 |
|
|
2025
Q1 | $8.89M | Buy |
135,245
+16,617
| +14% | +$1.09M | 1.17% | 16 |
|
|
2024
Q4 | $8.18M | Buy |
118,628
+19,302
| +19% | +$1.33M | 1.24% | 17 |
|
|
2024
Q3 | $6.71M | Buy |
99,326
+32,593
| +49% | +$2.2M | 1.08% | 16 |
|
|
2024
Q2 | $4.27M | Buy |
66,733
+28,236
| +73% | +$1.81M | 0.68% | 25 |
|
|
2024
Q1 | $2.37M | Buy |
38,497
+18,521
| +93% | +$1.14M | 0.36% | 43 |
|
|
2023
Q4 | $1.12M | Buy |
19,976
+16,673
| +505% | +$932K | 0.21% | 55 |
|
|
2023
Q3 | $166K | Buy |
3,303
+2,823
| +588% | +$142K | 0.03% | 183 |
|
|
2023
Q2 | $25K | Hold |
480
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $23.1K | Hold |
480
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $21.6K | Buy |
480
+280
| +140% | +$12.6K | ﹤0.01% | 361 |
|
|
2022
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 421 |
|