Spdr S&p 500 Etf shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.6k | 666.22 |
| 2025-06-30 | $4.7M | 7.7k | 617.87 |
| 2025-03-31 | $4.3M | 7.7k | 559.37 |
| 2024-12-31 | $4.5M | 7.8k | 586.09 |
| 2024-09-30 | $4.8M | 8.3k | 573.74 |
| 2024-06-30 | $4.7M | 8.7k | 544.20 |
| 2024-03-31 | $4.4M | 8.9k | 495.16 |
| 2023-12-31 | $4.2M | 8.7k | 475.29 |
More positions owned by Evernest Financial Advisors
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