Ever Source Wealth Advisors, LLC 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 Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 590 shares of SPMD stock, worth $33,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
590
Previous 240 145.83%
Holding current value
$33,199
Previous $13,000 153.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$54.43 - $58.29 $19,050 - $20,401
350 Added 145.83%
590 $33,000
Q2 2025

Aug 13, 2025
SELL
$44.89 - $54.38 $1,481 - $1,794
-33 Reduced 12.09%
240 $13,000
Q1 2025

May 13, 2025
SELL
$50.21 - $57.73 $226,798 - $260,766
-4,517 Reduced 94.3%
273 $13,000
Q4 2024

Feb 07, 2025
BUY
$54.13 - $59.56 $249,755 - $274,809
4,614 Added 2621.59%
4,790 $261,000
Q3 2024

Nov 08, 2024
SELL
$50.29 - $54.92 $905 - $988
-18 Reduced 9.28%
176 $9,000
Q2 2024

Aug 13, 2024
SELL
$49.54 - $53.39 $283,814 - $305,871
-5,729 Reduced 96.72%
194 $9,000
Q1 2024

Jun 11, 2024
BUY
$47.16 - $53.34 $279,328 - $315,932
5,923 New
5,923 $315,000

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email