Evermay Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 55,887 shares of SPY stock, worth $31.3 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
55,887
Previous 57,117
2.15%
Holding current value
$31.3 Million
Previous $32.8 Million
0.07%
% of portfolio
5.01%
Previous 5.31%
Shares
30 transactions
Others Institutions Holding SPY
# of Institutions
5,004Shares Held
598MCall Options Held
370MPut Options Held
676M-
Jpmorgan Chase & CO New York, NY53.2MShares$29.8 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$18.7 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$18.1 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$16.7 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$10.2 Billion65.46% of portfolio