Ep Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,001 shares of SPSM stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,001
Previous 37,567 1.51%
Holding current value
$1.52 Million
Previous $1.58 Million 0.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024
SELL
$39.85 - $43.04 $22,555 - $24,360
-566 Reduced 1.51%
37,001 $1.59 Million
Q4 2023

Feb 28, 2024
BUY
$34.3 - $42.83 $185,425 - $231,538
5,406 Added 16.81%
37,567 $1.58 Million
Q3 2023

Nov 22, 2023
BUY
$36.35 - $41.02 $845,173 - $953,756
23,251 Added 260.95%
32,161 $1.19 Million
Q2 2023

Aug 14, 2023
BUY
$35.57 - $38.94 $316,928 - $346,955
8,910 New
8,910 $346,000
Q2 2022

Aug 11, 2022
SELL
N/A
-2,911 Closed
0 $0
Q1 2022

May 20, 2022
BUY
N/A
2,911 New
2,911 $122,000

Others Institutions Holding SPSM

# of Institutions
804
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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