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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,067 shares of SPMB stock, worth $110,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,067
Previous 7,005 27.67%
Holding current value
$110,308
Previous $150,000 26.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.23 - $22.14 $41,143 - $42,907
-1,938 Reduced 27.67%
5,067 $111,000
Q4 2024

Feb 13, 2025
BUY
$21.43 - $22.55 $150,117 - $157,962
7,005 New
7,005 $150,000
Q1 2024

May 14, 2024
BUY
$21.41 - $22.04 $133,662 - $137,595
6,243 New
6,243 $135,000

Others Institutions Holding SPMB

# of Institutions
248
Shares Held
269M
Call Options Held
35.6K
Put Options Held
3.54K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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