SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,067 Value ($000) $734 Avg Close — Range —
Q3 2025
Shares 8,333 Value ($000) $739 Avg Close — Range —
Q2 2025
Shares 9,228 Value ($000) $736 Avg Close — Range —
Q1 2025
Shares 8,712 Value ($000) $683 Avg Close — Range —
Q4 2024
Shares 8,716 Value ($000) $760 Avg Close — Range —
Q3 2024
Shares 8,726 Value ($000) $758 Avg Close — Range —
Q2 2024
Shares 8,756 Value ($000) $686 Avg Close — Range —
Q1 2024
Shares 8,811 Value ($000) $731 Avg Close — Range —
Q4 2023
Shares 9,036 Value ($000) $753 Avg Close — Range —
Q3 2023
Shares 8,973 Value ($000) $649 Avg Close — Range —
Q2 2023
Shares 9,256 Value ($000) $714 Avg Close — Range —
Q1 2023
Shares 9,363 Value ($000) $713 Avg Close — Range —
Q4 2022
Shares 8,303 Value ($000) $616 Avg Close — Range —
Q3 2022
Shares 6,776 Value ($000) $455 Avg Close — Range —
Q2 2022
Shares 6,030 Value ($000) $437 Avg Close — Range —
Q1 2022
Shares 6,120 Value ($000) $510 Avg Close — Range —
Q4 2021
Shares 6,217 Value ($000) $527 Avg Close — Range —
Q3 2021
Shares 5,997 Value ($000) $491 Avg Close — Range —
Q2 2021
Shares 6,720 Value ($000) $576 Avg Close — Range —
Q1 2021
Shares 6,718 Value ($000) $551 Avg Close — Range —
Q4 2020
Shares 6,715 Value ($000) $445 Avg Close — Range —