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

Evermay Wealth Management LLC

  • $866 Million
  • Q3 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 241,518 shares of SPLG stock, worth $19.1 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
241,518
Previous 225,968 6.88%
Holding current value
$19.1 Million
Previous $16.4 Million 15.19%
% of portfolio
2.19%
Previous 2.04%

Shares

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

Nov 04, 2025
BUY
$72.65 - $78.68 $1.13 Million - $1.22 Million
15,550 Added 6.88%
241,518 $18.9 Million
Q2 2025

Jul 29, 2025
BUY
$58.41 - $72.69 $5.3 Million - $6.59 Million
90,723 Added 67.08%
225,968 $16.4 Million
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
1,560
Shares Held
819M
Call Options Held
1.05M
Put Options Held
1.54M
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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