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 $14,384. This represents 0.0% of its overall portfolio holdings.

Number of Shares

273

Previous 4,790 94.3%

Holding current value

$14,384

Previous $261,000 95.02%

% of portfolio

0.0%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Ever Source Wealth Advisors, LLC Spdr Portfolio Transaction History