Evernest Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
8,044
+210
| +3% | +$15.3K | 0.19% | 99 |
|
|
2025
Q1 | $515K | Sell |
7,834
-350
| -4% | -$23K | 0.18% | 100 |
|
|
2024
Q4 | $564K | Sell |
8,184
-651
| -7% | -$44.9K | 0.15% | 99 |
|
|
2024
Q3 | $596K | Sell |
8,835
-12,837
| -59% | -$867K | 0.16% | 97 |
|
|
2024
Q2 | $1.39M | Buy |
21,672
+5,078
| +31% | +$325K | 0.62% | 31 |
|
|
2024
Q1 | $966K | Buy |
16,594
+2,684
| +19% | +$156K | 0.46% | 49 |
|
|
2023
Q4 | $778K | Buy |
+13,910
| New | +$778K | 0.39% | 61 |
|
|
2021
Q4 | $877K | Buy |
+14,886
| New | +$877K | 0.45% | 48 |
|