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

Evermay Wealth Management LLC

$806 Million
Q2 2025

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 280,214 shares of SPSM stock, worth $13.1 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

280,214

Previous 260,453 7.59%

Holding current value

$13.1 Million

Previous $10.6 Million 12.44%

% of portfolio

1.48%

Previous 1.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$35.35 - $42.68 $698,551 - $843,399	19,761 Added 7.59%	280,214 $11.9 Million
Q1 2025 May 07, 2025	BUY	$40.03 - $46.81 $526,034 - $615,130	13,141 Added 5.31%	260,453 $10.6 Million
Q4 2024 Jan 23, 2025	BUY	$44.33 - $49.55 $2.02 Million - $2.25 Million	45,492 Added 22.54%	247,312 $11.1 Million
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

969

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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