Evermay Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Evermay Wealth Management LLC

$756 Million
Q1 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Evermay Wealth Management LLC holds 135,245 shares of SPLG stock, worth $9.38 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

135,245

Previous 118,628 14.01%

Holding current value

$9.38 Million

Previous $8.18 Million 8.74%

% of portfolio

1.18%

Previous 1.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$64.88 - $72.1 $1.08 Million - $1.2 Million	16,617 Added 14.01%	135,245 $8.89 Million
Q4 2024 Jan 23, 2025	BUY	$66.77 - $71.52 $1.29 Million - $1.38 Million	19,302 Added 19.43%	118,628 $8.18 Million
Q3 2024 Oct 25, 2024	BUY	$60.84 - $67.51 $1.98 Million - $2.2 Million	32,593 Added 48.84%	99,326 $6.71 Million
Q2 2024 Aug 01, 2024	BUY	$58.24 - $64.51 $1.64 Million - $1.82 Million	28,236 Added 73.35%	66,733 $4.27 Million
Q1 2024 May 13, 2024	BUY	$54.97 - $61.53 $1.02 Million - $1.14 Million	18,521 Added 92.72%	38,497 $2.37 Million
Q4 2023 Feb 09, 2024	BUY	$48.29 - $56.08 $805,139 - $935,021	16,673 Added 504.78%	19,976 $1.12 Million
Q3 2023 Nov 13, 2023	BUY	$50.09 - $53.81 $141,404 - $151,905	2,823 Added 588.13%	3,303 $166,000
Q4 2022 Jan 19, 2023	BUY	$41.93 - $47.9 $11,740 - $13,412	280 Added 140.0%	480 $0
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.54 $8,398 - $10,108	200 New	200 $8,000

Others Institutions Holding SPLG

# of Institutions

1,387

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Account

Evermay Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History