Everhart Financial Group, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 8,712 shares of SLYV stock, worth $727,103. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,712

Previous 8,716 0.05%

Holding current value

$727,103

Previous $760,000 10.53%

% of portfolio

0.09%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$77.33 - $90.16 $309 - $360	-4 Reduced 0.05%	8,712 $680,000
Q4 2024 Jan 30, 2025	SELL	$84.34 - $95.14 $843 - $951	-10 Reduced 0.11%	8,716 $760,000
Q3 2024 Nov 04, 2024	SELL	$77.23 - $87.97 $2,316 - $2,639	-30 Reduced 0.34%	8,726 $757,000
Q2 2024 Jul 24, 2024	SELL	$76.01 - $82.53 $4,180 - $4,539	-55 Reduced 0.62%	8,756 $685,000
Q1 2024 May 13, 2024	SELL	$77.43 - $82.98 $17,421 - $18,670	-225 Reduced 2.49%	8,811 $731,000
Q4 2023 Jan 12, 2024	BUY	$66.67 - $84.55 $4,200 - $5,326	63 Added 0.7%	9,036 $752,000
Q3 2023 Oct 25, 2023	SELL	$71.19 - $81.84 $20,146 - $23,160	-283 Reduced 3.06%	8,973 $649,000
Q2 2023 Jul 13, 2023	SELL	$71.23 - $78.02 $7,621 - $8,348	-107 Reduced 1.14%	9,256 $714,000
Q1 2023 Apr 25, 2023	BUY	$72.3 - $86.64 $76,638 - $91,838	1,060 Added 12.77%	9,363 $713,000
Q4 2022 Feb 09, 2023	BUY	$68.86 - $79.8 $105,149 - $121,854	1,527 Added 22.54%	8,303 $616,000
Q3 2022 Oct 12, 2022	BUY	$67.14 - $82.32 $50,086 - $61,410	746 Added 12.37%	6,776 $455,000
Q2 2022 Jul 12, 2022	SELL	$70.38 - $84.1 $6,334 - $7,568	-90 Reduced 1.47%	6,030 $437,000
Q1 2022 Apr 18, 2022	SELL	$78.85 - $87.08 $7,648 - $8,446	-97 Reduced 1.56%	6,120 $510,000
Q4 2021 Jan 21, 2022	BUY	$80.48 - $90.28 $17,705 - $19,861	220 Added 3.67%	6,217 $527,000
Q3 2021 Oct 13, 2021	SELL	$78.25 - $86.49 $56,574 - $62,532	-723 Reduced 10.76%	5,997 $491,000
Q2 2021 Jul 16, 2021	BUY	$80.72 - $89.85 $161 - $179	2 Added 0.03%	6,720 $576,000
Q1 2021 Apr 13, 2021	BUY	$65.44 - $87.88 $196 - $263	3 Added 0.04%	6,718 $551,000
Q4 2020 Mar 26, 2021	BUY	$50.84 - $66.37 $341,390 - $445,674	6,715 New	6,715 $445,000

Others Institutions Holding SLYV

# of Institutions

617

Shares Held

34.7M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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Everhart Financial Group, Inc. Spdr S&P 600 Small Cap Value E Transaction History