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 22,975 shares of SPEM stock, worth $882,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,975
Previous 22,261 3.21%
Holding current value
$882,699
Previous $788,000 5.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024
BUY
$33.69 - $36.47 $24,054 - $26,039
714 Added 3.21%
22,975 $831,000
Q4 2023

Feb 28, 2024
BUY
$32.26 - $35.46 $218,658 - $240,347
6,778 Added 43.78%
22,261 $788,000
Q3 2023

Nov 22, 2023
SELL
$33.36 - $36.37 $378,435 - $412,581
-11,344 Reduced 42.29%
15,483 $519,000
Q2 2023

Aug 14, 2023
SELL
$33.2 - $35.75 $241,530 - $260,081
-7,275 Reduced 21.33%
26,827 $922,000
Q1 2023

Jun 05, 2023
BUY
$32.49 - $36.44 $1.11 Million - $1.24 Million
34,102 New
34,102 $1.16 Million
Q4 2022

Jun 12, 2023
SELL
$30.26 - $34.51 $706,419 - $805,635
-23,345 Reduced 68.46%
10,757 $354,000
Q2 2022

Aug 11, 2022
SELL
N/A
-10,301 Reduced 28.09%
26,372 $917,000
Q1 2022

May 20, 2022
SELL
N/A
-2,211 Reduced 5.69%
36,673 $1.42 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-8,192 Reduced 17.4%
38,884 $1.61 Million
Q3 2021

Nov 23, 2021
BUY
N/A
30,099 Added 177.29%
47,076 $2 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-45,832 Reduced 72.97%
16,977 $2 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-26,638 Reduced 29.78%
62,809 $2.86 Million
Q1 2021

May 17, 2021
BUY
N/A
78,525 Added 718.96%
89,447 $3.92 Million
Q4 2020

Feb 18, 2021
BUY
N/A
20 Added 0.18%
10,922 $460,000
Q3 2020

Nov 17, 2020
SELL
N/A
-127 Reduced 1.15%
10,902 $399,000
Q2 2020

Aug 14, 2020
SELL
N/A
-1,025 Reduced 8.5%
11,029 $369,000
Q1 2020

May 18, 2020
SELL
N/A
-28,534 Reduced 70.3%
12,054 $343,000
Q4 2019

Feb 14, 2020
BUY
N/A
40,588 New
40,588 $1.53 Million

Others Institutions Holding SPEM

# of Institutions
744
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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