Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,688 shares of SPDW stock, worth $376,016. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,688

Previous 7,165 21.26%

Holding current value

$376,016

Previous $260,000 35.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$32.66 - $40.75 $49,741 - $62,062	1,523 Added 21.26%	8,688 $351,000
Q1 2025 May 13, 2025	BUY	$33.84 - $37.77 $225,814 - $252,039	6,673 Added 1356.3%	7,165 $260,000
Q3 2024 Nov 08, 2024	SELL	$33.74 - $37.96 $4,352 - $4,896	-129 Reduced 20.77%	492 $18,000
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $2,804 - $3,004	82 Added 15.21%	621 $21,000
Q1 2024 Jun 11, 2024	BUY	$32.85 - $35.9 $15,899 - $17,375	484 Added 880.0%	539 $19,000
Q1 2023 May 11, 2023	SELL	$29.83 - $32.71 $2,983 - $3,271	-100 Reduced 64.52%	55 $1,000
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $2,570 - $3,102	100 Added 181.82%	155 $4,000
Q4 2021 Feb 07, 2022	BUY	$35.28 - $37.98 $1,940 - $2,088	55 New	55 $2,000

Others Institutions Holding SPDW

# of Institutions

1,152

Shares Held

577M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History