EWM
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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
2021
Q1 		– Sell
-1,500
Closed -$561K – 177
2020
Q4 		$561K Buy
+1,500
New +$532K 0.12% 78

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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. 1,860 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.
  • 1,860 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.