Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 53,478 shares of SPYV stock, worth $2.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

53,478

Previous 24,486 118.4%

Holding current value

$2.66 Million

Previous $1.29 Million 111.28%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$51.09 - $55.27 $1.48 Million - $1.6 Million	28,992 Added 118.4%	53,478 $2.73 Million
Q3 2024 Nov 14, 2024	BUY	$48.51 - $52.86 $79,410 - $86,531	1,637 Added 7.16%	24,486 $1.29 Million
Q2 2024 Aug 19, 2024	SELL	$47.37 - $50.09 $625,189 - $661,087	-13,198 Reduced 36.61%	22,849 $1.11 Million
Q1 2024 May 14, 2024	BUY	$45.88 - $50.1 $373,325 - $407,663	8,137 Added 29.15%	36,047 $1.81 Million
Q4 2023 Feb 28, 2024	BUY	$39.63 - $46.73 $1.11 Million - $1.3 Million	27,910 New	27,910 $1.3 Million
Q1 2023 Jun 05, 2023	BUY	$38.68 - $42.77 $425,402 - $470,384	10,998 New	10,998 $447,000
Q2 2022 Aug 11, 2022	BUY	$35.93 - $42.52 $118,209 - $139,890	3,290 New	3,290 $121,000

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History