Ever Source Wealth Advisors, LLC Spdr Portfolio Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 99,861 shares of SPYG stock, worth $8 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

99,861

Previous 96,282 3.72%

Holding current value

$8 Million

Previous $7.04 Million 3.71%

% of portfolio

0.59%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$63.12 - $73.73 $225,906 - $263,879	3,579 Added 3.72%	99,861 $7.3 Million
Q4 2023 Feb 09, 2024	SELL	$57.02 - $65.3 $753,177 - $862,547	-13,209 Reduced 12.06%	96,282 $6.26 Million
Q3 2023 Nov 03, 2023	BUY	$58.97 - $62.89 $533,619 - $569,091	9,049 Added 9.01%	109,491 $6.49 Million
Q2 2023 Aug 04, 2023	BUY	$54.76 - $61.01 $5.38 Million - $6 Million	98,314 Added 4620.02%	100,442 $6.13 Million
Q1 2023 May 11, 2023	BUY	$49.61 - $55.36 $6,548 - $7,307	132 Added 6.61%	2,128 $117,000

Q4 2022 Feb 09, 2023	BUY	$49.47 - $55.07 $13,901 - $15,474	281 Added 16.38%	1,996 $101,000
Q3 2022 Nov 07, 2022	SELL	N/A	-786 Reduced 31.43%	1,715 $86,000
Q2 2022 Aug 01, 2022	BUY	N/A	708 Added 39.49%	2,501 $131,000
Q1 2022 May 25, 2022	SELL	N/A	-274 Reduced 13.26%	1,793 $119,000
Q4 2021 Feb 07, 2022	BUY	N/A	2,067 New	2,067 $150,000

Others Institutions Holding SPYG

# of Institutions

993

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Spdr Portfolio Transaction History