Evermay Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,663 shares of SPDW stock, worth $116,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,663
Previous 2,663 -0.0%
Holding current value
$116,532
Previous $107,000 5.61%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$30.88 - $33.58 $83,376 - $90,666
-2,700 Reduced 50.34%
2,663 $82,000
Q1 2022

May 16, 2022
BUY
$31.42 - $36.91 $168,505 - $197,948
5,363 New
5,363 $184,000

Others Institutions Holding SPDW

# of Institutions
1,193
Shares Held
598M
Call Options Held
500
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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