Ever Source Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 22,236 shares of SPY stock, worth $14.7 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
22,236
Previous 27,023 17.71%
Holding current value
$14.7 Million
Previous $15.1 Million 9.12%
% of portfolio
0.71%
Previous 0.91%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$496.48 - $617.85 $2.38 Million - $2.96 Million
-4,787 Reduced 17.71%
22,236 $13.7 Million
Q1 2025

May 13, 2025
BUY
$551.42 - $612.93 $6.31 Million - $7.02 Million
11,447 Added 73.49%
27,023 $15.1 Million
Q4 2024

Feb 07, 2025
BUY
$567.81 - $607.81 $2.35 Million - $2.51 Million
4,135 Added 36.14%
15,576 $9.13 Million
Q3 2024

Nov 08, 2024
SELL
$517.38 - $573.86 $298,528 - $331,117
-577 Reduced 4.8%
11,441 $6.57 Million
Q2 2024

Aug 13, 2024
BUY
$495.16 - $548.49 $330,271 - $365,842
667 Added 5.88%
12,018 $6.54 Million
Q1 2024

Jun 11, 2024
BUY
$467.28 - $523.17 $1.41 Million - $1.58 Million
3,025 Added 36.33%
11,351 $5.94 Million
Q4 2023

Feb 09, 2024
SELL
$410.68 - $476.69 $39,425 - $45,762
-96 Reduced 1.14%
8,326 $3.96 Million
Q3 2023

Nov 03, 2023
BUY
$425.88 - $457.79 $825,781 - $887,654
1,939 Added 29.91%
8,422 $3.6 Million
Q2 2023

Aug 04, 2023
BUY
$404.36 - $443.28 $21,431 - $23,493
53 Added 0.82%
6,483 $2.87 Million
Q1 2023

May 11, 2023
BUY
$379.5 - $416.78 $301,323 - $330,923
794 Added 14.09%
6,430 $2.63 Million
Q4 2022

Feb 09, 2023
BUY
$357.63 - $407.42 $1.09 Million - $1.24 Million
3,038 Added 116.94%
5,636 $2.16 Million
Q3 2022

Nov 07, 2022
BUY
$357.18 - $429.7 $357 - $429
1 Added 0.04%
2,598 $928,000
Q2 2022

Aug 01, 2022
BUY
$365.86 - $456.8 $4,390 - $5,481
12 Added 0.46%
2,597 $980,000
Q1 2022

May 25, 2022
BUY
$416.25 - $477.71 $111,555 - $128,026
268 Added 11.57%
2,585 $1.17 Million
Q4 2021

Feb 07, 2022
BUY
$428.64 - $477.48 $993,158 - $1.11 Million
2,317 New
2,317 $1.1 Million

Others Institutions Holding SPY

# of Institutions
5,202
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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