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

EverSource Wealth 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 Q2	$22.7M	Buy	30,403 +322	+1%	+$233K	0.76%	27
2026 Q1	$19.6M	Buy	30,081 +2,995	+11%	+$2.04M	0.6%	33
2025 Q4	$18.5M	Buy	27,086 +6,611	+32%	+$4.47M	0.68%	31
2025 Q3	$13.6M	Sell	20,475 -1,761	-8%	-$1.13M	0.54%	44
2025 Q2	$13.7M	Sell	22,236 -4,787	-18%	-$2.74M	0.62%	35
2025 Q1	$15.1M	Buy	27,023 +11,447	+73%	+$6.73M	0.83%	25
2024 Q4	$9.13M	Buy	15,576 +4,135	+36%	+$2.44M	0.51%	46
2024 Q3	$6.56M	Sell	11,441 -577	-5%	-$319K	0.42%	59
2024 Q2	$6.62M	Buy	12,018 +667	+6%	+$349K	0.44%	59
2024 Q1	$5.7M	Buy	11,351 +3,025	+36%	+$1.51M	0.45%	54
2023 Q4	$3.96M	Sell	8,326 -96	-1%	-$42.8K	0.36%	69
2023 Q3	$3.6M	Buy	8,422 +1,939	+30%	+$862K	0.38%	68
2023 Q2	$2.87M	Buy	6,483 +53	+0.8%	+$22.2K	0.32%	78
2023 Q1	$2.63M	Buy	6,430 +794	+14%	+$317K	0.33%	78
2022 Q4	$2.16M	Buy	5,636 +3,038	+117%	+$1.17M	0.33%	74
2022 Q3	$928K	Buy	2,598 +1	+0%	+$397	0.21%	88
2022 Q2	$980K	Buy	2,597 +12	+0.5%	+$4.92K	0.25%	73
2022 Q1	$1.17M	Buy	2,585 +268	+12%	+$119K	0.3%	62
2021 Q4	$1.1M	Buy	+2,317	New	+$1.06M	0.31%	57

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EverSource Wealth Advisors's SPY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, buying an estimated $233K and bringing the position to 30,403 shares worth $22.7M. The position accounts for 0.76% of the portfolio, ranked #27.

EverSource Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

EverSource Wealth Advisors held 30,403 shares of State Street SPDR S&P 500 ETF Trust worth $22.7M as of Q2 2026.
EverSource Wealth Advisors bought 322 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $233K.
State Street SPDR S&P 500 ETF Trust made up 0.76% of EverSource Wealth Advisors's portfolio in Q2 2026, its #27 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.