Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26,854 shares of SPEM stock, worth $1.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,854
Previous 26,039 3.13%
Holding current value
$1.27 Million
Previous $1.11 Million 13.04%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$42.67 - $46.91 $34,776 - $38,231
815 Added 3.13%
26,854 $1.26 Million
Q2 2025

Aug 13, 2025
BUY
$34.72 - $42.74 $902,754 - $1.11 Million
26,001 Added 68423.68%
26,039 $1.11 Million
Q1 2025

May 13, 2025
BUY
$37.07 - $40.63 $1,408 - $1,543
38 New
38 $1,000
Q1 2024

Jun 11, 2024
BUY
$33.69 - $36.47 $2,829 - $3,063
84 New
84 $3,000

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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