Epic Trust Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 19,590 shares of SPDW stock, worth $857,258. This represents 0.81% of its overall portfolio holdings.

Number of Shares
19,590
Previous 18,795 4.23%
Holding current value
$857,258
Previous $673,000 2.08%
% of portfolio
0.81%
Previous 0.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$34.2 - $36.64 $27,189 - $29,128
795 Added 4.23%
19,590 $687,000
Q1 2024

Apr 19, 2024
BUY
$32.85 - $35.9 $55,253 - $60,383
1,682 Added 9.83%
18,795 $673,000
Q4 2023

Feb 05, 2024
BUY
$29.46 - $34.07 $504,148 - $583,039
17,113 New
17,113 $582,000

Others Institutions Holding SPDW

# of Institutions
1,193
Shares Held
607M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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