Epic Trust Investment Advisors, LLC Spdr Portfolio Transaction History

Epic Trust Investment Advisors, LLC

  • $77.2 Million
  • Q1 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 38,717 shares of SPYG stock, worth $3.15 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
38,717
Previous 40,345 4.04%
Holding current value
$3.15 Million
Previous $2.62 Million 7.93%
% of portfolio
3.67%
Previous 3.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$63.12 - $73.73 $102,759 - $120,032
-1,628 Reduced 4.04%
38,717 $2.83 Million
Q4 2023

Feb 05, 2024
BUY
$57.02 - $65.3 $96,876 - $110,944
1,699 Added 4.4%
40,345 $2.62 Million
Q3 2023

Oct 16, 2023
BUY
$58.97 - $62.89 $50,006 - $53,330
848 Added 2.24%
38,646 $2.29 Million
Q2 2023

Jul 24, 2023
BUY
$54.76 - $61.01 $4,216 - $4,697
77 Added 0.2%
37,798 $2.31 Million
Q1 2023

May 09, 2023
SELL
$49.61 - $55.36 $7,044 - $7,861
-142 Reduced 0.38%
37,721 $2.09 Million
Q4 2022

Feb 14, 2023
SELL
$49.47 - $55.07 $43,236 - $48,131
-874 Reduced 2.26%
37,863 $1.92 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-835 Reduced 2.11%
38,737 $1.94 Million
Q2 2022

Aug 05, 2022
BUY
N/A
1,164 Added 3.03%
39,572 $2.07 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-143 Reduced 0.37%
38,408 $2.54 Million
Q4 2021

Jan 14, 2022
BUY
N/A
38,551 New
38,551 $2.79 Million

Others Institutions Holding SPYG

# of Institutions
995
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

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