Evernest Financial Advisors’s 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
2025 Q3	$5.07M	Sell
2025 Q2	$4.74M	Sell
2025 Q1	$4.33M	Sell
2024 Q4	$4.55M	Sell
2024 Q3	$4.79M	Sell
2024 Q2	$4.74M	Sell
2024 Q1	$4.4M	Buy
2023 Q4	$4.15M	Buy
2021 Q4	$4.15M	Buy