Ep Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,571 shares of XME stock, worth $487,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,571
Previous 4,771 4.19%
Holding current value
$487,314
Previous $267,000 14.98%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$48.48 - $67.3 $9,696 - $13,460
-200 Reduced 4.19%
4,571 $307,000
Q1 2025

May 15, 2025
SELL
$53.81 - $62.59 $27,443 - $31,920
-510 Reduced 9.66%
4,771 $267,000
Q4 2023

Feb 28, 2024
BUY
$48.56 - $61.4 $256,445 - $324,253
5,281 New
5,281 $315,000

Others Institutions Holding XME

# of Institutions
331
Shares Held
22.8M
Call Options Held
4.08M
Put Options Held
7.44M
View Full List

About SPDR SER TR SPDR S&P METALS &

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