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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
2025
Q1
$515K Sell
2024
Q4
$564K Sell
2024
Q3
$596K Sell
2024
Q2
$1.39M Buy
2024
Q1
$966K Buy
2023
Q4
$778K Buy
2021
Q4
$877K Buy