Evermay Wealth Management LLC Spdr Portfolio Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 207,742 shares of SPMD stock, worth $11.3 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

207,742

Previous 141,248 47.08%

Holding current value

$11.3 Million

Previous $7.72 Million 47.11%

% of portfolio

1.74%

Previous 1.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

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 Transaction History