Evermay Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Evermay Wealth Management’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	$38.3M	Sell	51,102 -1,891	-4%	-$1.37M	3.94%	6
2026 Q1	$34.6M	Sell	52,993 -563	-1%	-$383K	3.83%	6
2025 Q4	$36.6M	Sell	53,556 -235	-0.4%	-$159K	4.11%	6
2025 Q3	$35.9M	Sell	53,791 -369	-0.7%	-$237K	4.11%	6
2025 Q2	$33.6M	Sell	54,160 -1,358	-2%	-$776K	4.13%	6
2025 Q1	$31.1M	Sell	55,518 -369	-0.7%	-$217K	4.09%	6
2024 Q4	$32.9M	Sell	55,887 -1,230	-2%	-$725K	4.98%	4
2024 Q3	$32.9M	Sell	57,117 -1,060	-2%	-$586K	5.28%	4
2024 Q2	$31.8M	Sell	58,177 -346	-0.6%	-$181K	5.09%	4
2024 Q1	$30.7M	Sell	58,523 -2,262	-4%	-$1.13M	4.64%	6
2023 Q4	$29M	Sell	60,785 -630	-1%	-$281K	5.36%	5
2023 Q3	$26.3M	Sell	61,415 -1,126	-2%	-$501K	5.38%	4
2023 Q2	$27.8M	Sell	62,541 -965	-2%	-$405K	5.35%	5
2023 Q1	$26.1M	Sell	63,506 -6,088	-9%	-$2.43M	5.27%	5
2022 Q4	$26.7M	Sell	69,594 -1,709	-2%	-$657K	5.44%	5
2022 Q3	$25.6M	Buy	71,303 +1,283	+2%	+$510K	5.09%	5
2022 Q2	$26.5M	Sell	70,020 -226	-0.3%	-$92.6K	5.15%	6
2022 Q1	$31.7M	Sell	70,246 -763	-1%	-$340K	5.32%	5
2021 Q4	$33.7M	Sell	71,009 -94	-0.1%	-$43.2K	6.03%	5
2021 Q3	$30.5M	Sell	71,103 -1,020	-1%	-$450K	5.91%	5
2021 Q2	$30.9M	Sell	72,123 -1,385	-2%	-$578K	5.72%	5
2021 Q1	$29.1M	Sell	73,508 -2,912	-4%	-$1.12M	5.82%	5
2020 Q4	$28.6M	Sell	76,420 -7,229	-9%	-$2.56M	6.3%	4
2020 Q3	$28M	Sell	83,649 -849	-1%	-$281K	6.88%	4
2020 Q2	$26.1M	Buy	84,498 +14	+0%	+$4.1K	6.86%	4
2020 Q1	$21.8M	Sell	84,484 -1,623	-2%	-$495K	6.61%	5
2019 Q4	$27.7M	Sell	86,107 -902	-1%	-$278K	6.81%	5
2019 Q3	$25.8M	Sell	87,009 -858	-1%	-$254K	7.04%	5
2019 Q2	$25.7M	Sell	87,867 -1,546	-2%	-$445K	7.15%	5
2019 Q1	$25.3M	Sell	89,413 -171	-0.2%	-$46.5K	7.14%	5
2018 Q4	$22.4M	Buy	89,584 +2,721	+3%	+$734K	7.25%	5
2018 Q3	$25.3M	Sell	86,863 -1,766	-2%	-$503K	7.88%	4
2018 Q2	$24M	Sell	88,629 -1,469	-2%	-$397K	8.01%	4
2018 Q1	$23.7M	Sell	90,098 -2,213	-2%	-$604K	8.17%	4
2017 Q4	$24.6M	Sell	92,311 -4,042	-4%	-$1.05M	9.02%	4
2017 Q3	$24.2M	Sell	96,353 -3,445	-3%	-$849K	10.51%	4
2017 Q2	$24.1M	Sell	99,798 -7,216	-7%	-$1.73M	10.7%	3
2017 Q1	$25.2M	Sell	107,014 -2,395	-2%	-$557K	11.29%	3
2016 Q4	$24.5M	Sell	109,409 -3,472	-3%	-$758K	11.97%	3
2016 Q3	$24.4M	Sell	112,881 -1,597	-1%	-$345K	12.29%	3
2016 Q2	$24M	Buy	114,478 +918	+0.8%	+$190K	12.53%	3
2016 Q1	$23.3M	Buy	113,560 +1,337	+1%	+$261K	13.08%	2
2015 Q4	$22.9M	Buy	112,223 +139	+0.1%	+$28.5K	13.48%	2
2015 Q3	$21.5M	Buy	112,084 +1,625	+1%	+$330K	12.87%	3
2015 Q2	$22.7M	Sell	110,459 -1,030	-0.9%	-$217K	13.53%	2
2015 Q1	$23M	Sell	111,489 -633	-0.6%	-$131K	13.61%	2
2014 Q4	$23M	Buy	112,122 +281	+0.3%	+$56.5K	14.96%	2
2014 Q3	$22M	Sell	111,841 -1,155	-1%	-$228K	18.92%	1
2014 Q2	$22.1M	Buy	112,996 +1,280	+1%	+$243K	19.13%	1
2014 Q1	$20.9M	Sell	111,716 -3,119	-3%	-$572K	22.25%	1
2013 Q4	$21.2M	Buy	+114,835	New	+$20.3M	29.47%	1

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evermay Wealth Management's SPY Position: Q2 2026 in Review

Evermay Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, selling an estimated $1.37M and leaving 51,102 shares worth $38.3M. The position accounts for 3.94% of the portfolio, ranked #6.

Evermay Wealth Management first reported a position in SPY in Q4 2013 and has held it in 51 quarters since. 1,855 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Evermay Wealth Management held 51,102 shares of State Street SPDR S&P 500 ETF Trust worth $38.3M as of Q2 2026.
Evermay Wealth Management sold 1,891 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.37M.
State Street SPDR S&P 500 ETF Trust made up 3.94% of Evermay Wealth Management's portfolio in Q2 2026, its #6 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 51 quarters since.
1,855 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.