Evermay Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 201,820 shares of SPSM stock, worth $9.79 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
201,820
Previous 147,348 36.97%
Holding current value
$9.79 Million
Previous $6.12 Million 50.09%
% of portfolio
1.49%
Previous 0.99%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$41.02 - $46.01 $2.23 Million - $2.51 Million
54,472 Added 36.97%
201,820 $9.18 Million
Q2 2024

Aug 01, 2024
BUY
$39.75 - $43.15 $1.39 Million - $1.51 Million
35,021 Added 31.18%
147,348 $6.12 Million
Q1 2024

May 13, 2024
SELL
$39.85 - $43.04 $361,399 - $390,329
-9,069 Reduced 7.47%
112,327 $4.83 Million
Q4 2023

Feb 09, 2024
BUY
$34.3 - $42.83 $1.69 Million - $2.11 Million
49,357 Added 68.51%
121,396 $5.12 Million
Q3 2023

Nov 13, 2023
BUY
$36.35 - $41.02 $466,879 - $526,860
12,844 Added 21.7%
72,039 $2.66 Million
Q2 2023

Aug 10, 2023
BUY
$35.57 - $38.94 $214,238 - $234,535
6,023 Added 11.33%
59,195 $2.3 Million
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $493,423 - $576,117
13,691 Added 34.68%
53,172 $2.01 Million
Q4 2022

Jan 19, 2023
BUY
$34.79 - $39.85 $454,392 - $520,480
13,061 Added 49.44%
39,481 $0
Q3 2022

Nov 14, 2022
BUY
$33.99 - $41.52 $226,475 - $276,647
6,663 Added 33.72%
26,420 $900,000
Q2 2022

Aug 15, 2022
BUY
$34.83 - $42.53 $543,208 - $663,297
15,596 Added 374.81%
19,757 $711,000
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $166,065 - $189,325
4,161 New
4,161 $175,000

Others Institutions Holding SPSM

# of Institutions
868
Shares Held
192M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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