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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,094 shares of SPHY stock, worth $239,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,094
Previous 5,896 71.2%
Holding current value
$239,530
Previous $138,000 73.91%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.4 - $23.8 $94,035 - $99,912
4,198 Added 71.2%
10,094 $240,000
Q1 2025

May 15, 2025
BUY
$23.32 - $23.84 $2,005 - $2,050
86 Added 1.48%
5,896 $138,000
Q4 2024

Feb 13, 2025
SELL
$23.29 - $23.93 $35,447 - $36,421
-1,522 Reduced 20.76%
5,810 $136,000
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $48,660 - $50,814
2,112 Added 40.46%
7,332 $176,000
Q2 2024

Aug 19, 2024
BUY
$22.82 - $23.32 $119,120 - $121,730
5,220 New
5,220 $121,000
Q3 2023

Nov 22, 2023
BUY
$22.36 - $23.02 $123,583 - $127,231
5,527 New
5,527 $123,000

Others Institutions Holding SPHY

# of Institutions
492
Shares Held
256M
Call Options Held
37K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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