Spdr S&p 500 Etf shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 2.2k | 682.03 |
| 2025-09-30 | $1.5M | 2.2k | 666.17 |
| 2025-06-30 | $1.4M | 2.2k | 617.90 |
| 2025-03-31 | $1.1M | 1.9k | 559.46 |
| 2024-12-31 | $1.1M | 1.9k | 586.17 |
| 2024-09-30 | $751k | 1.3k | 573.73 |
| 2024-06-30 | $791k | 1.7k | 456.98 |
| 2024-03-31 | $733k | 1.4k | 523.02 |
| 2023-12-31 | $663k | 1.4k | 475.24 |
| 2023-09-30 | $718k | 1.7k | 427.39 |
| 2023-06-30 | $704k | 2.4k | 290.99 |
| 2023-03-31 | $648k | 1.6k | 409.29 |
| 2022-12-31 | $615k | 1.6k | 382.46 |
| 2022-09-30 | $560k | 1.6k | 356.69 |
| 2022-06-30 | $535k | 1.4k | 377.29 |
| 2022-03-31 | $639k | 1.4k | 451.27 |
| 2021-12-31 | $653k | 1.4k | 475.60 |
| 2021-09-30 | $590k | 1.4k | 429.72 |
| 2021-06-30 | $582k | 1.4k | 427.31 |
| 2021-03-31 | $540k | 1.4k | 396.18 |
| 2020-12-31 | $506k | 1.4k | 373.98 |