Ep Wealth Advisors, LLC Spdr Portfolio Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,153 shares of SPMD stock, worth $628,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,153
Previous 4,415 152.62%
Holding current value
$628,917
Previous $225,000 169.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$44.89 - $54.38 $302,468 - $366,412
6,738 Added 152.62%
11,153 $606,000
Q1 2025

May 15, 2025
SELL
$50.21 - $57.73 $9,941 - $11,430
-198 Reduced 4.29%
4,415 $225,000
Q4 2024

Feb 13, 2025
BUY
$54.13 - $59.56 $39,569 - $43,538
731 Added 18.83%
4,613 $252,000
Q3 2024

Nov 14, 2024
BUY
$50.29 - $54.92 $53,206 - $58,105
1,058 Added 37.46%
3,882 $212,000
Q2 2024

Aug 19, 2024
BUY
$49.54 - $53.39 $139,900 - $150,773
2,824 New
2,824 $144,000

Others Institutions Holding SPMD

# of Institutions
795
Shares Held
225M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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