A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,394 shares of SPYG stock, worth $3.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,394
Previous 30,607 9.11%
Holding current value
$3.04 Million
Previous $2.45 Million 12.93%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$73.38 - $84.1 $204,510 - $234,386
2,787 Added 9.11%
33,394 $2.77 Million
Q2 2024

Aug 19, 2024

SELL
$68.71 - $80.95 $29,614 - $34,889
-431 Reduced 1.39%
30,607 $2.45 Million
Q1 2024

May 14, 2024

SELL
$63.12 - $73.73 $127,123 - $148,492
-2,014 Reduced 6.09%
31,038 $2.27 Million
Q4 2023

Feb 28, 2024

BUY
$57.02 - $65.3 $1.33 Million - $1.52 Million
23,338 Added 240.25%
33,052 $2.15 Million
Q3 2023

Nov 22, 2023

BUY
$58.97 - $62.89 $313,543 - $334,386
5,317 Added 120.92%
9,714 $575,000
Q2 2023

Aug 14, 2023

SELL
$54.76 - $61.01 $1.21 Million - $1.35 Million
-22,077 Reduced 83.39%
4,397 $268,000
Q1 2023

Jun 05, 2023

BUY
$49.61 - $55.36 $1.31 Million - $1.47 Million
26,474 New
26,474 $1.47 Million
Q4 2022

Jun 12, 2023

SELL
$49.14 - $55.07 $708,058 - $793,503
-14,409 Reduced 54.43%
12,065 $611,000
Q2 2022

Aug 11, 2022

BUY
$50.47 - $67.39 $136,824 - $182,694
2,711 Added 50.53%
8,076 $422,000
Q1 2022

May 20, 2022

SELL
$59.17 - $73.03 $2,307 - $2,848
-39 Reduced 0.72%
5,365 $355,000
Q4 2021

Feb 17, 2022

SELL
$63.39 - $73.48 $7,416 - $8,597
-117 Reduced 2.12%
5,404 $392,000
Q3 2021

Nov 23, 2021

SELL
$63.23 - $68.45 $668,341 - $723,516
-10,570 Reduced 65.69%
5,521 $353,000
Q3 2021

Nov 16, 2021

BUY
$63.23 - $68.45 $667,455 - $722,558
10,556 Added 190.71%
16,091 $353,000
Q2 2021

Aug 24, 2021

BUY
$57.17 - $63.06 $46,307 - $51,078
810 Added 17.14%
5,535 $349,000
Q1 2021

May 17, 2021

SELL
$53.23 - $58.3 $20,227 - $22,154
-380 Reduced 7.44%
4,725 $266,000
Q4 2020

Feb 18, 2021

BUY
$48.59 - $55.29 $25,023 - $28,474
515 Added 11.22%
5,105 $282,000
Q3 2020

Nov 17, 2020

BUY
$45.36 - $54.05 $208,202 - $248,089
4,590 New
4,590 $230,000
Q2 2020

Aug 14, 2020

BUY
$34.16 - $45.45 $0 - $0
0 New
0 $203,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
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