Evernest Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Evernest Financial Advisors’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 Q1	$6.16M	Hold	8,619	–	–	1.28%	19
2025 Q4	$5.98M	Buy	8,619 +1,008	+13%	+$681K	1.25%	19
2025 Q3	$5.07M	Sell	7,611 -63	-0.8%	-$40.4K	1.42%	20
2025 Q2	$4.74M	Sell	7,674 -58	-0.8%	-$33.2K	1.53%	19
2025 Q1	$4.33M	Sell	7,732 -31	-0.4%	-$18.2K	1.55%	18
2024 Q4	$4.55M	Sell	7,763 -585	-7%	-$345K	1.18%	17
2024 Q3	$4.79M	Sell	8,348 -367	-4%	-$203K	1.29%	15
2024 Q2	$4.74M	Sell	8,715 -179	-2%	-$93.7K	2.13%	12
2024 Q1	$4.4M	Buy	8,894 +159	+2%	+$79.2K	2.08%	11
2023 Q4	$4.15M	Buy	+8,735	New	+$3.89M	2.11%	14
2021 Q4	$4.15M	Buy	+8,280	New	+$3.8M	2.15%	12

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evernest Financial Advisors's SPY Position: Q1 2026 in Review

Evernest Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 8,619 shares worth $6.16M. The position accounts for 1.28% of the portfolio, ranked #19.

Evernest Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 11 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evernest Financial Advisors held 8,619 shares of State Street SPDR S&P 500 ETF Trust worth $6.16M as of Q1 2026.
Evernest Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.28% of Evernest Financial Advisors's portfolio in Q1 2026, its #19 holding.
Evernest Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 11 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.