Convergence Financial, LLC Spdr Portfolio Transaction History

Convergence Financial, LLC

$582 Billion
Q2 2025

A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Convergence Financial, LLC holds 4,019 shares of SPMD stock, worth $220,321. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,019

Previous 4,201 4.33%

Holding current value

$220,321

Previous $215 Million 1.66%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$44.89 - $54.38 $8,169 - $9,897	-182 Reduced 4.33%	4,019 $219 Million
Q1 2025 Apr 24, 2025	SELL	$50.21 - $57.73 $1,456 - $1,674	-29 Reduced 0.69%	4,201 $215 Million
Q4 2024 Feb 04, 2025	BUY	$54.13 - $59.56 $324 - $357	6 Added 0.14%	4,230 $231 Million
Q3 2024 Oct 23, 2024	SELL	$50.29 - $54.92 $704 - $768	-14 Reduced 0.33%	4,224 $231 Million
Q2 2024 Oct 23, 2024	SELL	$49.54 - $53.39 $321,019 - $345,967	-6,480 Reduced 60.46%	4,238 $217 Million
Q1 2024 Oct 23, 2024	BUY	$47.16 - $53.34 $151,902 - $171,808	3,221 Added 42.96%	10,718 $572 Million
Q4 2023 Oct 23, 2024	BUY	$40.76 - $49.2 $305,577 - $368,852	7,497 New	7,497 $365 Million

Others Institutions Holding SPMD

# of Institutions

763

Shares Held

220M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Convergence Financial, LLC Spdr Portfolio Transaction History