Ever Source Wealth Advisors, LLC 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 Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 240 shares of SPMD stock, worth $13,533. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 273 12.09%
Holding current value
$13,533
Previous $13,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$44.89 - $54.38 $1,481 - $1,794
-33 Reduced 12.09%
240 $13,000
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
787
Shares Held
224M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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