Ever Source Wealth Advisors, LLC Spdr Portfolio Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 273 shares of SPMD stock, worth $15,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
273
Previous 4,790 94.3%
Holding current value
$15,402
Previous $261,000 95.02%
% of portfolio
0.0%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$50.21 - $57.73 $226,798 - $260,766
-4,517 Reduced 94.3%
273 $13,000
Q4 2024

Feb 07, 2025
BUY
$54.13 - $59.56 $249,755 - $274,809
4,614 Added 2621.59%
4,790 $261,000
Q3 2024

Nov 08, 2024
SELL
$50.29 - $54.92 $905 - $988
-18 Reduced 9.28%
176 $9,000
Q2 2024

Aug 13, 2024
SELL
$49.54 - $53.39 $283,814 - $305,871
-5,729 Reduced 96.72%
194 $9,000
Q1 2024

Jun 11, 2024
BUY
$47.16 - $53.34 $279,328 - $315,932
5,923 New
5,923 $315,000

Others Institutions Holding SPMD

# of Institutions
751
Shares Held
216M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

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