Ep Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 110,887 shares of SPIB stock, worth $3.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
110,887
Previous 108,799 1.92%
Holding current value
$3.68 Million
Previous $3.67 Million 0.95%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$32.65 - $33.68 $68,173 - $70,323
2,088 Added 1.92%
110,887 $3.63 Million
Q3 2024

Nov 14, 2024
BUY
$32.36 - $33.78 $1,067 - $1,114
33 Added 0.03%
108,799 $3.67 Million
Q2 2024

Aug 19, 2024
SELL
$32.02 - $32.68 $683,659 - $697,750
-21,351 Reduced 16.41%
108,766 $3.54 Million
Q1 2024

May 14, 2024
SELL
$32.38 - $32.91 $312,402 - $317,515
-9,648 Reduced 6.9%
130,117 $4.25 Million
Q4 2023

Feb 28, 2024
BUY
$30.91 - $32.89 $4.16 Million - $4.43 Million
134,725 Added 2673.12%
139,765 $4.59 Million
Q3 2023

Nov 22, 2023
BUY
$31.4 - $32.25 $158,256 - $162,540
5,040 New
5,040 $158,000
Q2 2022

Aug 11, 2022
SELL
$32.03 - $34.08 $199,771 - $212,556
-6,237 Reduced 52.62%
5,616 $183,000
Q1 2022

May 20, 2022
SELL
$33.91 - $36.04 $6,646 - $7,063
-196 Reduced 1.63%
11,853 $405,000
Q4 2021

Feb 17, 2022
SELL
$35.97 - $36.6 $287,795 - $292,836
-8,001 Reduced 39.91%
12,049 $436,000
Q3 2021

Nov 23, 2021
BUY
$36.52 - $36.95 $261,373 - $264,451
7,157 Added 55.51%
20,050 $732,000
Q3 2021

Nov 16, 2021
SELL
$36.52 - $36.95 $27,864 - $28,192
-763 Reduced 5.59%
12,893 $732,000
Q2 2021

Aug 24, 2021
BUY
$36.19 - $36.73 $494,210 - $501,584
13,656 New
13,656 $501,000

Others Institutions Holding SPIB

# of Institutions
602
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

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