Spdr S&p 500 Etf shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 21k | 666.18 |
| 2025-06-30 | $14M | 22k | 617.85 |
| 2025-03-31 | $15M | 27k | 559.39 |
| 2024-12-31 | $9.1M | 16k | 586.09 |
| 2024-09-30 | $6.6M | 11k | 573.76 |
| 2024-06-30 | $6.6M | 12k | 550.82 |
| 2024-03-31 | $4.0M | 8.3k | 475.30 |
| 2023-12-31 | $4.0M | 8.3k | 475.30 |
| 2023-09-30 | $3.6M | 8.4k | 427.49 |
| 2023-06-30 | $2.9M | 6.5k | 443.26 |
| 2023-03-31 | $2.6M | 6.4k | 409.40 |
| 2022-12-31 | $2.2M | 5.6k | 382.46 |
| 2022-09-30 | $928k | 2.6k | 357.20 |
| 2022-06-30 | $980k | 2.6k | 377.36 |
| 2022-03-31 | $1.2M | 2.6k | 451.45 |
| 2021-12-31 | $1.1M | 2.3k | 474.94 |
More positions owned by EverSource Wealth Advisors
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