A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 47,842 shares of SPDW stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,842
Previous 36,954 29.46%
Holding current value
$1.69 Million
Previous $1.3 Million 38.58%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$33.74 - $37.96 $367,361 - $413,308
10,888 Added 29.46%
47,842 $1.8 Million
Q2 2024

Aug 19, 2024

SELL
$34.2 - $36.64 $343,949 - $368,488
-10,057 Reduced 21.39%
36,954 $1.3 Million
Q1 2024

May 14, 2024

SELL
$32.85 - $35.9 $107,123 - $117,069
-3,261 Reduced 6.49%
47,011 $1.68 Million
Q4 2023

Feb 28, 2024

BUY
$29.46 - $34.07 $1.34 Million - $1.55 Million
45,555 Added 965.76%
50,272 $1.71 Million
Q3 2023

Nov 22, 2023

BUY
$30.88 - $33.58 $145,660 - $158,396
4,717 New
4,717 $146,000
Q4 2022

Jun 12, 2023

BUY
$25.7 - $31.02 $93,907 - $113,347
3,654 New
3,654 $108,000
Q2 2022

Aug 11, 2022

SELL
$28.57 - $34.74 $75,396 - $91,678
-2,639 Reduced 15.15%
14,784 $426,000
Q1 2022

May 20, 2022

SELL
$31.42 - $36.91 $17,249 - $20,263
-549 Reduced 3.05%
17,423 $597,000
Q4 2021

Feb 17, 2022

SELL
$35.28 - $37.98 $30,834 - $33,194
-874 Reduced 4.64%
17,972 $656,000
Q3 2021

Nov 23, 2021

BUY
$35.68 - $38.17 $615,051 - $657,974
17,238 Added 1072.01%
18,846 $682,000
Q3 2021

Nov 16, 2021

SELL
$35.68 - $38.17 $652,266 - $697,785
-18,281 Reduced 91.92%
1,608 $682,000
Q2 2021

Aug 24, 2021

BUY
$35.87 - $38.34 $713,418 - $762,544
19,889 New
19,889 $732,000
Q1 2021

May 17, 2021

SELL
$33.6 - $35.9 $117,297 - $125,326
-3,491 Closed
0 $0
Q4 2020

Feb 18, 2021

BUY
$28.3 - $34.03 $98,795 - $118,798
3,491 New
3,491 $118,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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