Ep Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

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 47,011 shares of SPDW stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,011
Previous 50,272 6.49%
Holding current value
$1.69 Million
Previous $1.71 Million 1.46%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$27.34 - $31.02 $99,900 - $113,347
3,654 New
3,654 $108,000
Q2 2022

Aug 11, 2022
SELL
N/A
-2,639 Reduced 15.15%
14,784 $426,000
Q1 2022

May 20, 2022
SELL
N/A
-549 Reduced 3.05%
17,423 $597,000
Q4 2021

Feb 17, 2022
SELL
N/A
-874 Reduced 4.64%
17,972 $656,000
Q3 2021

Nov 23, 2021
BUY
N/A
17,238 Added 1072.01%
18,846 $682,000
Q3 2021

Nov 16, 2021
SELL
N/A
-18,281 Reduced 91.92%
1,608 $682,000
Q2 2021

Aug 24, 2021
BUY
N/A
19,889 New
19,889 $732,000
Q1 2021

May 17, 2021
SELL
N/A
-3,491 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
N/A
3,491 New
3,491 $118,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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