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

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 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 8,894 shares of SPY stock, worth $4.84 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
8,894
Previous 8,280 7.42%
Holding current value
$4.84 Million
Previous $4.15 Billion 6.12%
% of portfolio
2.08%
Previous 2.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,334
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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