Everhart Financial Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,244 shares of SPYV stock, worth $272,111. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,244

Previous 4,942 6.11%

Holding current value

$272,111

Previous $240,000 15.42%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$48.51 - $52.86 $14,650 - $15,963	302 Added 6.11%	5,244 $277,000
Q2 2024 Jul 24, 2024	BUY	$47.37 - $50.09 $473 - $500	10 Added 0.2%	4,942 $240,000
Q1 2024 May 13, 2024	SELL	$45.88 - $50.1 $27,482 - $30,009	-599 Reduced 10.83%	4,932 $247,000
Q4 2023 Jan 12, 2024	BUY	$39.63 - $46.73 $15,178 - $17,897	383 Added 7.44%	5,531 $257,000
Q3 2023 Oct 25, 2023	BUY	$41.15 - $44.69 $6,131 - $6,658	149 Added 2.98%	5,148 $212,000
Q2 2023 Jul 13, 2023	BUY	$40.17 - $43.27 $321 - $346	8 Added 0.16%	4,999 $215,000
Q1 2023 Apr 25, 2023	SELL	$38.68 - $42.77 $67,960 - $75,146	-1,757 Reduced 26.04%	4,991 $203,000
Q4 2022 Feb 09, 2023	BUY	$34.79 - $40.71 $234,762 - $274,711	6,748 New	6,748 $262,000

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

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Everhart Financial Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History