Evernest Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 162,330 shares of SPSM stock, worth $7.4 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
162,330
Previous 129,380 25.47%
Holding current value
$7.4 Million
Previous $5.51 Million 36.44%
% of portfolio
2.37%
Previous 2.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$42.26 - $47.16 $1.39 Million - $1.55 Million
32,950 Added 25.47%
162,330 $7.52 Million
Q2 2025

Jul 28, 2025
BUY
$35.35 - $42.68 $4.57 Million - $5.52 Million
129,380 New
129,380 $5.51 Million

Others Institutions Holding SPSM

# of Institutions
1,006
Shares Held
205M
Call Options Held
47K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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