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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,633 shares of SPTI stock, worth $160,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,633
Previous 8,411 33.03%
Holding current value
$160,653
Previous $234,000 31.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
SELL
$27.64 - $28.58 $76,783 - $79,395
-2,778 Reduced 33.03%
5,633 $160,000
Q4 2024

Feb 07, 2025
BUY
$27.8 - $29.05 $86,819 - $90,723
3,123 Added 59.06%
8,411 $234,000
Q1 2024

Jun 11, 2024
SELL
$27.94 - $28.64 $3,464 - $3,551
-124 Reduced 2.29%
5,288 $149,000
Q4 2023

Feb 09, 2024
BUY
$27.05 - $28.64 $134,898 - $142,827
4,987 Added 1173.41%
5,412 $154,000
Q3 2023

Nov 03, 2023
BUY
$27.44 - $28.48 $82 - $85
3 Added 0.71%
425 $11,000
Q2 2023

Aug 04, 2023
BUY
$28.28 - $29.26 $11,934 - $12,347
422 New
422 $11,000

Others Institutions Holding SPTI

# of Institutions
391
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

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