Spdr S&p 500 Etf shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 57k | 575.38 |
| 2024-06-30 | $32M | 58k | 545.85 |
| 2024-03-31 | $31M | 59k | 524.59 |
| 2023-12-31 | $29M | 61k | 477.12 |
| 2023-09-30 | $26M | 61k | 429.00 |
| 2023-06-30 | $28M | 63k | 444.84 |
| 2023-03-31 | $26M | 64k | 410.83 |
| 2022-12-31 | $27M | 70k | 384.11 |
| 2022-09-30 | $26M | 71k | 358.68 |
| 2022-06-30 | $27M | 70k | 378.72 |
| 2022-03-31 | $32M | 70k | 451.64 |
| 2021-12-31 | $34M | 71k | 474.95 |
| 2021-09-30 | $31M | 71k | 429.14 |
| 2021-06-30 | $31M | 72k | 428.06 |
| 2021-03-31 | $29M | 74k | 396.32 |
| 2020-12-31 | $29M | 78k | 373.88 |
| 2020-09-30 | $28M | 84k | 334.89 |
| 2020-06-30 | $26M | 85k | 308.36 |
| 2020-03-31 | $22M | 85k | 257.75 |
| 2019-12-31 | $28M | 86k | 321.86 |
| 2019-09-30 | $26M | 87k | 296.77 |
| 2019-06-30 | $26M | 88k | 293.00 |
| 2019-03-31 | $25M | 89k | 282.48 |
| 2018-12-31 | $22M | 90k | 249.92 |
| 2018-09-30 | $25M | 87k | 290.72 |
| 2018-06-30 | $24M | 89k | 271.28 |
| 2018-03-31 | $24M | 90k | 263.15 |
| 2017-12-31 | $25M | 92k | 266.86 |
| 2017-09-30 | $24M | 96k | 251.23 |
| 2017-06-30 | $24M | 100k | 241.80 |
| 2017-03-31 | $25M | 107k | 235.74 |
| 2016-12-31 | $25M | 109k | 223.53 |
| 2016-09-30 | $24M | 113k | 216.30 |
| 2016-06-30 | $24M | 115k | 209.47 |
| 2016-03-31 | $23M | 114k | 205.52 |
| 2015-12-31 | $23M | 112k | 203.87 |
| 2015-09-30 | $22M | 112k | 191.63 |
| 2015-06-30 | $23M | 111k | 205.85 |
| 2015-03-31 | $23M | 112k | 206.43 |
| 2014-12-31 | $23M | 112k | 205.54 |
| 2014-09-30 | $22M | 112k | 197.02 |
| 2014-06-30 | $22M | 113k | 195.72 |
| 2014-03-31 | $21M | 112k | 187.01 |
| 2013-12-31 | $21M | 115k | 184.69 |