Ep Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 34,368 shares of SDY stock, worth $4.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
34,368
Previous 36,722 6.41%
Holding current value
$4.35 Million
Previous $4.59 Million 1.72%
% of portfolio
0.05%
Previous 0.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$122.28 - $131.24 $287,847 - $308,938
-2,354 Reduced 6.41%
34,368 $4.51 Million
Q4 2023

Feb 28, 2024
SELL
$110.2 - $125.58 $248,941 - $283,685
-2,259 Reduced 5.8%
36,722 $4.59 Million
Q3 2023

Nov 22, 2023
BUY
$115.01 - $127.58 $3.7 Million - $4.1 Million
32,162 Added 471.65%
38,981 $4.48 Million
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $373,131 - $397,529
-3,181 Reduced 31.81%
6,819 $835,000
Q1 2023

Jun 05, 2023
SELL
$117.74 - $132.18 $2.4 Million - $2.69 Million
-20,370 Reduced 67.07%
10,000 $1.24 Million
Q4 2022

Jun 12, 2023
BUY
$121.48 - $131.57 $3.64 Million - $3.94 Million
29,943 Added 299.43%
39,943 $5 Million
Q3 2022

Dec 02, 2022
BUY
N/A
2,806 Added 10.18%
30,370 $3.39 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-1,311 Reduced 4.54%
27,564 $3.27 Million
Q1 2022

May 20, 2022
BUY
N/A
821 Added 2.93%
28,875 $3.7 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-2,333 Reduced 7.68%
28,054 $3.62 Million
Q3 2021

Nov 23, 2021
BUY
N/A
26,758 Added 737.34%
30,387 $3.57 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-17,231 Reduced 82.6%
3,629 $3.57 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-3,029 Reduced 12.68%
20,860 $2.55 Million
Q1 2021

May 17, 2021
BUY
N/A
1,745 Added 7.88%
23,889 $2.82 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-201 Reduced 0.9%
22,144 $2.35 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-1,236 Reduced 5.24%
22,345 $2.07 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-994 Reduced 4.04%
23,581 $2.15 Million
Q1 2020

May 18, 2020
SELL
N/A
-1,321 Reduced 5.1%
24,575 $1.96 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-1,709 Reduced 6.19%
25,896 $2.79 Million
Q3 2019

Nov 18, 2019
SELL
N/A
-3,119 Reduced 10.15%
27,605 $2.83 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-1,000 Reduced 3.15%
30,724 $3.1 Million
Q1 2019

May 20, 2019
SELL
N/A
-2,067 Reduced 6.12%
31,724 $3.15 Million
Q4 2018

Feb 19, 2019
BUY
N/A
14,986 Added 79.69%
33,791 $3.03 Million
Q3 2018

Nov 15, 2018
BUY
N/A
18,805 New
18,805 $1.84 Million

Others Institutions Holding SDY

# of Institutions
1,197
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email