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

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

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 8,835 shares of SPLG stock, worth $608,643. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,835

Previous 21,672 59.23%

Holding current value

$608,643

Previous $1.39 Million 57.03%

% of portfolio

0.16%

Previous 0.63%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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