Evermay Wealth Management LLC Spdr Portfolio Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 269,232 shares of SPMD stock, worth $14.8 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

269,232

Previous 238,636 12.82%

Holding current value

$14.8 Million

Previous $12.2 Million 19.87%

% of portfolio

1.82%

Previous 1.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$44.89 - $54.38 $1.37 Million - $1.66 Million	30,596 Added 12.82%	269,232 $14.6 Million
Q1 2025 May 07, 2025	BUY	$50.21 - $57.73 $1.55 Million - $1.78 Million	30,894 Added 14.87%	238,636 $12.2 Million
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $3.6 Million - $3.96 Million	66,494 Added 47.08%	207,742 $11.4 Million
Q3 2024 Oct 25, 2024	BUY	$50.29 - $54.92 $2.77 Million - $3.02 Million	55,005 Added 63.78%	141,248 $7.72 Million
Q2 2024 Aug 01, 2024	BUY	$49.54 - $53.39 $1.57 Million - $1.69 Million	31,692 Added 58.1%	86,243 $4.42 Million
Q1 2024 May 13, 2024	SELL	$47.16 - $53.34 $77,106 - $87,210	-1,635 Reduced 2.91%	54,551 $2.91 Million
Q4 2023 Feb 09, 2024	BUY	$40.76 - $49.2 $2.21 Million - $2.67 Million	54,170 Added 2687.0%	56,186 $2.74 Million
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $87,151 - $96,364	2,016 New	2,016 $88,000

Others Institutions Holding SPMD

# of Institutions

767

Shares Held

220M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

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Evermay Wealth Management LLC Spdr Portfolio Transaction History