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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,698 shares of XSD stock, worth $947,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,698

Previous 3,936 6.05%

Holding current value

$947,020

Previous $977,000 24.05%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$200.77 - $270.08 $47,783 - $64,279	-238 Reduced 6.05%	3,698 $742,000
Q4 2024 Feb 13, 2025	BUY	$225.16 - $265.16 $84,660 - $99,700	376 Added 10.56%	3,936 $977,000
Q3 2024 Nov 14, 2024	BUY	$201.42 - $273.98 $150,259 - $204,389	746 Added 26.51%	3,560 $855,000
Q3 2023 Nov 22, 2023	SELL	$190.05 - $231.97 $87,232 - $106,474	-459 Reduced 14.02%	2,814 $551,000
Q2 2023 Aug 14, 2023	SELL	$174.52 - $221.45 $113 Million - $143 Million	-646,439 Reduced 99.5%	3,273 $724,000
Q1 2023 Jun 05, 2023	BUY	$164.86 - $210.4 $107 Million - $137 Million	649,712 New	649,712 $136 Million

Others Institutions Holding XSD

# of Institutions

225

Shares Held

1.96M

Call Options Held

37.4K

Put Options Held

19.6K

View Full List

About SPDR TR SER SPDR S&P SEMICONDU

Ticker XSD
Sector ETFs
Industry ETFs

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