Ep Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,654 shares of SPTM stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,654
Previous 21,484 0.79%
Holding current value
$1.45 Million
Previous $1.26 Million 10.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024
BUY
$57.38 - $64.15 $9,754 - $10,905
170 Added 0.79%
21,654 $1.39 Million
Q4 2023

Feb 28, 2024
SELL
$50.31 - $58.65 $4,880 - $5,689
-97 Reduced 0.45%
21,484 $1.26 Million
Q3 2023

Nov 22, 2023
SELL
$52.22 - $56.31 $9.96 Million - $10.7 Million
-190,715 Reduced 89.83%
21,581 $1.13 Million
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $8.91 Million - $9.75 Million
179,133 Added 540.16%
212,296 $11.6 Million
Q1 2023

Jun 05, 2023
BUY
$46.97 - $51.65 $561,009 - $616,907
11,944 Added 56.29%
33,163 $1.67 Million
Q4 2022

Jun 12, 2023
SELL
$46.29 - $50.41 $596,585 - $649,684
-12,888 Reduced 38.86%
20,275 $958,000
Q3 2022

Dec 02, 2022
SELL
N/A
-755 Reduced 3.44%
21,219 $936,000
Q2 2022

Aug 11, 2022
SELL
N/A
-2,705 Reduced 10.96%
21,974 $1.02 Million
Q1 2022

May 20, 2022
SELL
N/A
-26 Reduced 0.11%
24,679 $1.37 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-3,456 Reduced 12.27%
24,705 $1.44 Million
Q3 2021

Nov 23, 2021
BUY
N/A
25,894 Added 1142.21%
28,161 $1.49 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-21,012 Reduced 90.26%
2,267 $1.49 Million
Q2 2021

Aug 24, 2021
BUY
N/A
1,922 Added 9.0%
23,279 $1.23 Million
Q1 2021

May 17, 2021
SELL
N/A
-25 Reduced 0.12%
21,357 $1.05 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-900 Reduced 4.04%
21,382 $985,000
Q3 2020

Nov 17, 2020
SELL
N/A
-3,585 Reduced 13.86%
22,282 $911,000
Q2 2020

Aug 14, 2020
SELL
N/A
-3,563 Reduced 12.11%
25,867 $977,000
Q1 2020

May 18, 2020
SELL
N/A
-10,268 Reduced 25.87%
29,430 $926,000
Q4 2019

Feb 14, 2020
BUY
N/A
18,878 Added 90.67%
39,698 $1.58 Million
Q3 2019

Nov 18, 2019
BUY
N/A
20,820 New
20,820 $765,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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