Evermay Wealth Management LLC Spdr Portfolio Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 141,248 shares of SPMD stock, worth $7.67 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
141,248
Previous 86,243 63.78%
Holding current value
$7.67 Million
Previous $4.42 Million 74.57%
% of portfolio
1.25%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$50.29 - $54.92 $2.77 Million - $3.02 Million
55,005 Added 63.78%
141,248 $7.72 Million
Q2 2024

Aug 01, 2024
BUY
$49.54 - $53.39 $1.57 Million - $1.69 Million
31,692 Added 58.1%
86,243 $4.42 Million
Q1 2024

May 13, 2024
SELL
$47.16 - $53.34 $77,106 - $87,210
-1,635 Reduced 2.91%
54,551 $2.91 Million
Q4 2023

Feb 09, 2024
BUY
$40.76 - $49.2 $2.21 Million - $2.67 Million
54,170 Added 2687.0%
56,186 $2.74 Million
Q3 2023

Nov 13, 2023
BUY
$43.23 - $47.8 $87,151 - $96,364
2,016 New
2,016 $88,000

Others Institutions Holding SPMD

# of Institutions
654
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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