Evernest Financial Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 10,001 shares of SPLG stock, worth $790,579. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,001

Previous 8,044 24.33%

Holding current value

$790,579

Previous $584,000 34.08%

% of portfolio

0.25%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$72.65 - $78.68 $142,176 - $153,976	1,957 Added 24.33%	10,001 $783,000
Q2 2025 Jul 28, 2025	BUY	$58.41 - $72.69 $12,266 - $15,264	210 Added 2.68%	8,044 $584,000
Q1 2025 May 09, 2025	SELL	$64.88 - $72.1 $22,708 - $25,234	-350 Reduced 4.28%	7,834 $515,000
Q4 2024 Jan 23, 2025	SELL	$66.77 - $71.52 $43,467 - $46,559	-651 Reduced 7.37%	8,184 $564,000
Q3 2024 Oct 21, 2024	SELL	$60.84 - $67.51 $781,003 - $866,625	-12,837 Reduced 59.23%	8,835 $596,000

Q2 2024 Aug 07, 2024	BUY	$58.24 - $64.51 $295,742 - $327,581	5,078 Added 30.6%	21,672 $1.39 Million
Q1 2024 May 10, 2024	BUY	$54.97 - $61.53 $93,888 - $105,093	1,708 Added 11.47%	16,594 $966 Million
Q4 2023 May 10, 2024	SELL	$48.29 - $56.08 $129,610 - $150,518	-2,684 Reduced 16.17%	13,910 $778 Million
Q4 2021 Feb 13, 2024	BUY	$50.43 - $56.16 $750,700 - $835,997	14,886 New	14,886 $877 Million

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Evernest Financial Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History