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 $192,203. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,485

Previous 1,537 3.38%

Holding current value

$192,203

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

1,322

Shares Held

73.2M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

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