Everhart Financial Group, Inc. Spdr S&P 500 ETF Trust Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,865 shares of SPY stock, worth $1.13 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,865

Previous 1,309 42.48%

Holding current value

$1.13 Million

Previous $751,000 45.54%

% of portfolio

0.23%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$567.81 - $607.81 $315,702 - $337,942	556 Added 42.48%	1,865 $1.09 Million
Q3 2024 Nov 04, 2024	SELL	$517.38 - $573.86 $218,334 - $242,168	-422 Reduced 24.38%	1,309 $751,000
Q2 2024 Jul 24, 2024	BUY	$495.16 - $548.49 $163,402 - $181,001	330 Added 23.55%	1,731 $942,000
Q1 2024 May 13, 2024	BUY	$467.28 - $523.17 $2,336 - $2,615	5 Added 0.36%	1,401 $732,000
Q4 2023 Jan 12, 2024	SELL	$410.68 - $476.69 $116,633 - $135,379	-284 Reduced 16.9%	1,396 $663,000
Q3 2023 Oct 25, 2023	SELL	$425.88 - $457.79 $315,151 - $338,764	-740 Reduced 30.58%	1,680 $718,000
Q2 2023 Jul 13, 2023	BUY	$404.36 - $443.28 $338,449 - $371,025	837 Added 52.87%	2,420 $1.07 Million
Q1 2023 Apr 25, 2023	SELL	$379.5 - $416.78 $9,867 - $10,836	-26 Reduced 1.62%	1,583 $648,000
Q4 2022 Feb 09, 2023	BUY	$357.63 - $407.42 $13,947 - $15,889	39 Added 2.48%	1,609 $615,000
Q3 2022 Oct 12, 2022	BUY	$357.18 - $429.7 $54,291 - $65,314	152 Added 10.72%	1,570 $560,000
Q2 2022 Jul 12, 2022	BUY	$365.86 - $456.8 $731 - $913	2 Added 0.14%	1,418 $535,000
Q1 2022 Apr 18, 2022	BUY	$416.25 - $477.71 $17,898 - $20,541	43 Added 3.13%	1,416 $639,000
Q3 2021 Oct 13, 2021	BUY	$424.97 - $453.19 $4,674 - $4,985	11 Added 0.81%	1,373 $590,000
Q2 2021 Jul 16, 2021	SELL	$400.61 - $428.06 $400 - $428	-1 Reduced 0.07%	1,362 $582,000
Q1 2021 Apr 13, 2021	BUY	$368.79 - $397.26 $3,687 - $3,972	10 Added 0.74%	1,363 $540,000
Q4 2020 Mar 26, 2021	BUY	$326.54 - $373.88 $441,808 - $505,859	1,353 New	1,353 $506,000

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Everhart Financial Group, Inc. Spdr S&P 500 ETF Trust Transaction History