Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 35,866 shares of SPYD stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,866
Previous 25,524 40.52%
Holding current value
$1.6 Million
Previous $1.03 Million 59.55%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$39.95 - $45.86 $413,162 - $474,284
10,342 Added 40.52%
35,866 $1.64 Million
Q2 2024

Aug 19, 2024
SELL
$38.1 - $41.42 $75,514 - $82,094
-1,982 Reduced 7.21%
25,524 $1.03 Million
Q1 2024

May 14, 2024
SELL
$37.72 - $40.71 $188,222 - $203,142
-4,990 Reduced 15.36%
27,506 $1.12 Million
Q4 2023

Feb 28, 2024
BUY
$33.0 - $39.88 $231,561 - $279,837
7,017 Added 27.54%
32,496 $1.27 Million
Q3 2023

Nov 22, 2023
BUY
$34.75 - $38.84 $592,557 - $662,299
17,052 Added 202.35%
25,479 $893,000
Q2 2023

Aug 14, 2023
SELL
$35.13 - $38.46 $9.62 Million - $10.5 Million
-273,717 Reduced 97.01%
8,427 $312,000
Q1 2023

Jun 05, 2023
BUY
$35.58 - $43.09 $10 Million - $12.2 Million
282,144 New
282,144 $10.7 Million
Q4 2022

Jun 12, 2023
SELL
$35.5 - $41.73 $9.15 Million - $10.8 Million
-257,772 Reduced 91.36%
24,372 $964,000
Q2 2022

Aug 11, 2022
BUY
$38.63 - $45.45 $4,365 - $5,135
113 Added 2.5%
4,624 $185,000
Q1 2022

May 20, 2022
BUY
$41.75 - $44.47 $188,334 - $200,604
4,511 New
4,511 $198,000

Others Institutions Holding SPYD

# of Institutions
474
Shares Held
47.4M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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