Evernest Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 8,348 shares of SPY stock, worth $4.89 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
8,348
Previous 8,715 4.21%
Holding current value
$4.89 Million
Previous $4.74 Million 1.01%
% of portfolio
1.32%
Previous 2.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$517.38 - $573.86 $189,878 - $210,606
-367 Reduced 4.21%
8,348 $4.79 Million
Q2 2024

Aug 07, 2024
SELL
$495.16 - $548.49 $88,633 - $98,179
-179 Reduced 2.01%
8,715 $4.74 Million
Q1 2024

May 10, 2024
BUY
$467.28 - $523.17 $286,909 - $321,226
614 Added 7.42%
8,894 $4.4 Billion
Q4 2023

May 10, 2024
SELL
$410.68 - $476.69 $65,298 - $75,793
-159 Reduced 1.79%
8,735 $4.15 Billion
Q4 2021

Feb 13, 2024
BUY
$428.64 - $477.48 $3.55 Million - $3.95 Million
8,280 New
8,280 $4.15 Billion

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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