Everpar 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 | $1.94M | Buy |
3,141
+198
| +7% | +$122K | 0.88% | 20 |
|
|
2025
Q1 | $1.65M | Sell |
2,943
-947
| -24% | -$530K | 0.87% | 24 |
|
|
2024
Q4 | $2.28M | Buy |
3,890
+876
| +29% | +$513K | 1.15% | 15 |
|
|
2024
Q3 | $1.73M | Sell |
3,014
-383
| -11% | -$220K | 0.89% | 20 |
|
|
2024
Q2 | $1.85M | Sell |
3,397
-200
| -6% | -$109K | 0.93% | 17 |
|
|
2024
Q1 | $1.88M | Sell |
3,597
-912
| -20% | -$477K | 1.14% | 11 |
|
|
2023
Q4 | $2.14M | Buy |
+4,509
| New | +$2.14M | 1% | 10 |
|