EWA
EverSource Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
22,236
-4,787
| -18% | -$2.96M | 0.62% | 35 |
|
|
2025
Q1 | $15.1M | Buy |
27,023
+11,447
| +73% | +$6.4M | 0.83% | 25 |
|
|
2024
Q4 | $9.13M | Buy |
15,576
+4,135
| +36% | +$2.42M | 0.51% | 46 |
|
|
2024
Q3 | $6.56M | Sell |
11,441
-577
| -5% | -$331K | 0.42% | 59 |
|
|
2024
Q2 | $6.62M | Buy |
12,018
+667
| +6% | +$367K | 0.44% | 59 |
|
|
2024
Q1 | $5.7M | Buy |
11,351
+3,025
| +36% | +$1.52M | 0.45% | 54 |
|
|
2023
Q4 | $3.96M | Sell |
8,326
-96
| -1% | -$45.6K | 0.36% | 69 |
|
|
2023
Q3 | $3.6M | Buy |
8,422
+1,939
| +30% | +$829K | 0.38% | 68 |
|
|
2023
Q2 | $2.87M | Buy |
6,483
+53
| +0.8% | +$23.5K | 0.32% | 78 |
|
|
2023
Q1 | $2.63M | Buy |
6,430
+794
| +14% | +$325K | 0.33% | 78 |
|
|
2022
Q4 | $2.16M | Buy |
5,636
+3,038
| +117% | +$1.16M | 0.33% | 74 |
|
|
2022
Q3 | $928K | Buy |
2,598
+1
| +0% | +$357 | 0.21% | 88 |
|
|
2022
Q2 | $980K | Buy |
2,597
+12
| +0.5% | +$4.53K | 0.25% | 73 |
|
|
2022
Q1 | $1.17M | Buy |
2,585
+268
| +12% | +$121K | 0.3% | 62 |
|
|
2021
Q4 | $1.1M | Buy |
+2,317
| New | +$1.1M | 0.31% | 57 |
|