Convergence Financial, LLC Spdr Portfolio Transaction History

Convergence Financial, LLC

$666 Billion
Q3 2025

A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Convergence Financial, LLC holds 4,025 shares of SPMD stock, worth $226,486. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,025

Previous 4,019 0.15%

Holding current value

$226,486

Previous $219 Million 5.31%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$54.43 - $58.29 $326 - $349	6 Added 0.15%	4,025 $230 Million
Q2 2025 Aug 05, 2025	SELL	$44.89 - $54.38 $8,169 - $9,897	-182 Reduced 4.33%	4,019 $219 Million
Q1 2025 Apr 24, 2025	SELL	$50.21 - $57.73 $1,456 - $1,674	-29 Reduced 0.69%	4,201 $215 Million
Q4 2024 Feb 04, 2025	BUY	$54.13 - $59.56 $324 - $357	6 Added 0.14%	4,230 $231 Million
Q3 2024 Oct 23, 2024	SELL	$50.29 - $54.92 $704 - $768	-14 Reduced 0.33%	4,224 $231 Million

Q2 2024 Oct 23, 2024	SELL	$49.54 - $53.39 $321,019 - $345,967	-6,480 Reduced 60.46%	4,238 $217 Million
Q1 2024 Oct 23, 2024	BUY	$47.16 - $53.34 $151,902 - $171,808	3,221 Added 42.96%	10,718 $572 Million
Q4 2023 Oct 23, 2024	BUY	$40.76 - $49.2 $305,577 - $368,852	7,497 New	7,497 $365 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Account

Convergence Financial, LLC Spdr Portfolio Transaction History