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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Bank of America Corporation
Wolverine Trading
Wells Fargo & Company
Morgan Stanley
HBK Investments
Royal Bank of Canada
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf