Evergreen Capital Management LLC Spdr Portfolio Transaction History

Evergreen Capital Management LLC

$4.03 Billion
Q4 2025

A detailed history of Evergreen Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evergreen Capital Management LLC holds 85,356 shares of SPMD stock, worth $4.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

85,356

Previous 85,221 0.16%

Holding current value

$4.8 Million

Previous $4.87 Million 1.46%

% of portfolio

0.12%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$55.44 - $58.05 $7,484 - $7,836	135 Added 0.16%	85,356 $4.8 Million
Q2 2025 Aug 14, 2025	BUY	$44.89 - $54.38 $14,005 - $16,966	312 Added 0.37%	85,221 $4.63 Million
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $2.77 Million - $3.18 Million	55,093 Added 184.78%	84,909 $4.35 Million
Q3 2024 Nov 14, 2024	BUY	$50.29 - $54.92 $502,900 - $549,200	10,000 Added 50.46%	29,816 $1.63 Million
Q2 2024 Aug 14, 2024	BUY	$49.54 - $53.39 $99,080 - $106,780	2,000 Added 11.23%	19,816 $1.02 Million

Q2 2023 Aug 14, 2023	BUY	$42.21 - $45.89 $752,013 - $817,576	17,816 New	17,816 $817,000

Others Institutions Holding SPMD

# of Institutions

807

Shares Held

230M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Evergreen Capital Management LLC Spdr Portfolio Transaction History