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 9,367 shares of SPEM stock, worth $375,429. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,367
Previous 9,063 3.35%
Holding current value
$375,429
Previous $327,000 7.65%
% of portfolio
0.42%
Previous 0.42%

Shares

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

Jul 17, 2024
BUY
$35.3 - $38.79 $10,731 - $11,792
304 Added 3.35%
9,367 $352,000
Q1 2024

Apr 19, 2024
BUY
$33.69 - $36.47 $36,149 - $39,132
1,073 Added 13.43%
9,063 $327,000
Q4 2023

Feb 05, 2024
BUY
$32.26 - $35.46 $257,757 - $283,325
7,990 New
7,990 $282,000

Others Institutions Holding SPEM

# of Institutions
870
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email