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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

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 43,023 shares of SPYV stock, worth $2.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,023

Previous 53,478 19.55%

Holding current value

$2.2 Million

Previous $2.73 Million 19.64%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$49.78 - $53.19 $520,449 - $556,101	-10,455 Reduced 19.55%	43,023 $2.2 Million
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

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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