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 102,620 shares of SPYG stock, worth $9.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

102,620

Previous 115,149 10.88%

Holding current value

$9.2 Million

Previous $10.1 Million 18.52%

% of portfolio

0.5%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$80.05 - $92.39 $1 Million - $1.16 Million	-12,529 Reduced 10.88%	102,620 $8.25 Million
Q4 2024 Feb 07, 2025	BUY	$81.74 - $91.38 $1.14 Million - $1.28 Million	13,975 Added 13.81%	115,149 $10.1 Million
Q3 2024 Nov 08, 2024	SELL	$73.38 - $84.1 $461,706 - $529,157	-6,292 Reduced 5.85%	101,174 $8.39 Million
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $522,539 - $615,624	7,605 Added 7.62%	107,466 $8.61 Million
Q1 2024 Jun 11, 2024	BUY	$63.12 - $73.73 $225,906 - $263,879	3,579 Added 3.72%	99,861 $7.3 Million
Q4 2023 Feb 09, 2024	SELL	$57.02 - $65.3 $753,177 - $862,547	-13,209 Reduced 12.06%	96,282 $6.26 Million
Q3 2023 Nov 03, 2023	BUY	$58.97 - $62.89 $533,619 - $569,091	9,049 Added 9.01%	109,491 $6.49 Million
Q2 2023 Aug 04, 2023	BUY	$54.76 - $61.01 $5.38 Million - $6 Million	98,314 Added 4620.02%	100,442 $6.13 Million
Q1 2023 May 11, 2023	BUY	$49.61 - $55.36 $6,548 - $7,307	132 Added 6.61%	2,128 $117,000
Q4 2022 Feb 09, 2023	BUY	$49.14 - $55.07 $13,808 - $15,474	281 Added 16.38%	1,996 $101,000
Q3 2022 Nov 07, 2022	SELL	$50.1 - $61.86 $39,378 - $48,621	-786 Reduced 31.43%	1,715 $86,000
Q2 2022 Aug 01, 2022	BUY	$50.47 - $67.39 $35,732 - $47,712	708 Added 39.49%	2,501 $131,000
Q1 2022 May 25, 2022	SELL	$59.17 - $73.03 $16,212 - $20,010	-274 Reduced 13.26%	1,793 $119,000
Q4 2021 Feb 07, 2022	BUY	$63.39 - $73.48 $131,027 - $151,883	2,067 New	2,067 $150,000

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

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Ever Source Wealth Advisors, LLC Spdr Portfolio Transaction History