Evernest Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
7,674
-58
| -0.8% | -$35.8K | 1.53% | 19 |
|
|
2025
Q1 | $4.33M | Sell |
7,732
-31
| -0.4% | -$17.3K | 1.55% | 18 |
|
|
2024
Q4 | $4.55M | Sell |
7,763
-585
| -7% | -$343K | 1.18% | 17 |
|
|
2024
Q3 | $4.79M | Sell |
8,348
-367
| -4% | -$211K | 1.29% | 15 |
|
|
2024
Q2 | $4.74M | Sell |
8,715
-179
| -2% | -$97.4K | 2.13% | 12 |
|
|
2024
Q1 | $4.4M | Buy |
8,894
+159
| +2% | +$78.7K | 2.08% | 11 |
|
|
2023
Q4 | $4.15M | Buy |
+8,735
| New | +$4.15M | 2.11% | 14 |
|
|
2021
Q4 | $4.15M | Buy |
+8,280
| New | +$4.15M | 2.15% | 12 |
|