EverSource Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.6M | Sell |
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|
2025
Q2 | $13.7M | Sell |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $9.13M | Buy |
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|
2024
Q3 | $6.56M | Sell |
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|
2024
Q2 | $6.62M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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