Convergence Financial, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Convergence Financial, LLC

$666 Billion
Q3 2025

A detailed history of Convergence Financial, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Convergence Financial, LLC holds 18,313 shares of SPGM stock, worth $1.39 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,313

Previous 32,061 42.88%

Holding current value

$1.39 Million

Previous $2.21 Billion 38.0%

% of portfolio

0.21%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$68.95 - $75.02 $947,924 - $1.03 Million	-13,748 Reduced 42.88%	18,313 $1.37 Billion
Q2 2025 Aug 05, 2025	BUY	$55.5 - $69.0 $33,799 - $42,021	609 Added 1.94%	32,061 $2.21 Billion
Q1 2025 Apr 24, 2025	SELL	$61.91 - $66.79 $42,160 - $45,483	-681 Reduced 2.12%	31,452 $1.96 Billion
Q4 2024 Feb 04, 2025	SELL	$63.23 - $66.65 $330,566 - $348,446	-5,228 Reduced 13.99%	32,133 $2.03 Billion
Q3 2024 Oct 23, 2024	BUY	$57.85 - $64.92 $4,107 - $4,609	71 Added 0.19%	37,361 $2.42 Billion

Q2 2024 Oct 23, 2024	BUY	$56.67 - $60.99 $773,942 - $832,940	13,657 Added 57.79%	37,290 $2.27 Billion
Q1 2024 Oct 23, 2024	BUY	$54.21 - $59.68 $1.28 Million - $1.41 Million	23,633 New	23,633 $1.41 Billion

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.65M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Convergence Financial, LLC Spdr Index Shs Fds S Spdr Port Transaction History