Everhart Financial Group, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,485 shares of SDY stock, worth $200,029. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,485

Previous 1,537 3.38%

Holding current value

$200,029

Previous $203,000 1.97%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$128.74 - $138.67 $6,694 - $7,210	-52 Reduced 3.38%	1,485 $199,000
Q4 2024 Jan 30, 2025	BUY	$131.66 - $144.0 $6,846 - $7,488	52 Added 3.5%	1,537 $203,000
Q3 2024 Nov 04, 2024	BUY	$125.95 - $142.04 $187,035 - $210,929	1,485 New	1,485 $210,000
Q4 2023 Jan 12, 2024	SELL	$110.2 - $125.58 $7,824 - $8,916	-71 Reduced 2.76%	2,505 $313,000
Q2 2023 Jul 13, 2023	BUY	$117.3 - $124.97 $82,110 - $87,479	700 Added 37.31%	2,576 $315,000
Q1 2023 Apr 25, 2023	SELL	$117.74 - $132.18 $82,418 - $92,526	-700 Reduced 27.17%	1,876 $232,000
Q4 2022 Feb 09, 2023	BUY	$112.65 - $131.57 $42,243 - $49,338	375 Added 17.04%	2,576 $322,000
Q2 2022 Jul 12, 2022	BUY	$114.07 - $132.3 $8,098 - $9,393	71 Added 3.33%	2,201 $261,000
Q4 2020 Mar 26, 2021	BUY	$91.76 - $107.36 $195,448 - $228,676	2,130 New	2,130 $225,000

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Spdr Series Tr Spdr S&P Divide Transaction History