Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,573 shares of MDYG stock, worth $691,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,573

Previous 7,576 0.04%

Holding current value

$691,717

Previous $601,000 9.32%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$70.44 - $86.87 $211 - $260	-3 Reduced 0.04%	7,573 $657,000
Q1 2025 May 15, 2025	SELL	$77.91 - $92.26 $10,517 - $12,455	-135 Reduced 1.75%	7,576 $601,000
Q4 2024 Feb 13, 2025	SELL	$86.65 - $94.9 $280,486 - $307,191	-3,237 Reduced 29.57%	7,711 $670,000
Q3 2024 Nov 14, 2024	BUY	$81.1 - $89.18 $355,218 - $390,608	4,380 Added 66.69%	10,948 $960,000
Q2 2024 Aug 19, 2024	BUY	$81.04 - $87.08 $81 - $87	1 Added 0.02%	6,568 $552,000
Q1 2024 May 14, 2024	BUY	$73.37 - $87.29 $513 - $611	7 Added 0.11%	6,567 $573,000
Q4 2023 Feb 28, 2024	BUY	$64.85 - $76.49 $5,252 - $6,195	81 Added 1.25%	6,560 $496,000
Q3 2023 Nov 22, 2023	BUY	$68.34 - $74.46 $31,299 - $34,102	458 Added 7.61%	6,479 $447,000
Q2 2023 Aug 14, 2023	SELL	$66.14 - $71.65 $826,816 - $895,696	-12,501 Reduced 67.49%	6,021 $431,000
Q1 2023 Jun 05, 2023	BUY	$64.78 - $71.55 $1.2 Million - $1.33 Million	18,522 New	18,522 $1.27 Million
Q4 2022 Jun 12, 2023	SELL	$61.13 - $69.88 $702,139 - $802,641	-11,486 Reduced 62.01%	7,036 $459,000
Q2 2022 Aug 11, 2022	SELL	$59.32 - $74.72 $16,313 - $20,548	-275 Reduced 3.8%	6,953 $424,000
Q1 2022 May 20, 2022	SELL	$69.3 - $81.58 $3,811 - $4,486	-55 Reduced 0.76%	7,228 $536,000
Q4 2021 Feb 17, 2022	SELL	$75.58 - $84.0 $34,011 - $37,800	-450 Reduced 5.82%	7,283 $594,000
Q3 2021 Nov 23, 2021	SELL	$74.54 - $80.19 $280,494 - $301,754	-3,763 Reduced 32.73%	7,733 $585,000
Q3 2021 Nov 16, 2021	BUY	$74.54 - $80.19 $664,598 - $714,974	8,916 Added 345.58%	11,496 $585,000
Q2 2021 Aug 24, 2021	BUY	$73.83 - $79.88 $190,481 - $206,090	2,580 New	2,580 $200,000
Q1 2021 May 17, 2021	SELL	$68.34 - $76.88 $197,160 - $221,798	-2,885 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$58.06 - $69.83 $167,503 - $201,459	2,885 New	2,885 $200,000
Q3 2020 Nov 17, 2020	SELL	$53.09 - $60.07 $236,993 - $268,152	-4,464 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$39.86 - $56.97 $129,863 - $185,608	-3,258 Reduced 42.19%	4,464 $240,000
Q1 2020 May 18, 2020	SELL	$35.95 - $59.38 $153,686 - $253,849	-4,275 Reduced 35.63%	7,722 $331,000
Q4 2019 Feb 14, 2020	BUY	$51.98 - $57.24 $623,604 - $686,708	11,997 New	11,997 $685,000

Others Institutions Holding MDYG

# of Institutions

433

Shares Held

20.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
Sector ETFs
Industry ETFs

More about MDYG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History