Ep Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,627 shares of MDY stock, worth $17.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,627
Previous 31,311 5.38%
Holding current value
$17.4 Million
Previous $16.7 Million 0.48%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Aug 14, 2025
SELL
$468.22 - $566.51 $788,482 - $954,002
-1,684 Reduced 5.38%
29,627 $16.8 Million
Q1 2025

May 15, 2025
BUY
$522.96 - $601.18 $268,278 - $308,405
513 Added 1.67%
31,311 $16.7 Million
Q4 2024

Feb 13, 2025
SELL
$563.99 - $620.12 $1.39 Million - $1.52 Million
-2,456 Reduced 7.39%
30,798 $17.5 Million
Q3 2024

Nov 14, 2024
BUY
$523.84 - $572.02 $1.58 Million - $1.73 Million
3,018 Added 9.98%
33,254 $18.9 Million
Q2 2024

Aug 19, 2024
BUY
$516.55 - $556.17 $974,729 - $1.05 Million
1,887 Added 6.66%
30,236 $16.2 Million
Q1 2024

May 14, 2024
BUY
$491.35 - $556.4 $141,017 - $159,686
287 Added 1.02%
28,349 $15.8 Million
Q4 2023

Feb 28, 2024
SELL
$425.08 - $512.6 $890,967 - $1.07 Million
-2,096 Reduced 6.95%
28,062 $14.2 Million
Q3 2023

Nov 22, 2023
BUY
$450.89 - $498.33 $10.5 Million - $11.6 Million
23,367 Added 344.09%
30,158 $13.8 Million
Q2 2023

Aug 14, 2023
SELL
$439.95 - $478.91 $4.13 Million - $4.5 Million
-9,386 Reduced 58.02%
6,791 $3.25 Million
Q1 2023

Jun 05, 2023
BUY
$433.1 - $497.12 $7.01 Million - $8.04 Million
16,177 New
16,177 $7.42 Million
Q4 2022

Jun 12, 2023
SELL
$409.49 - $470.66 $2.99 Million - $3.43 Million
-7,292 Reduced 45.08%
8,885 $3.93 Million
Q2 2022

Aug 11, 2022
SELL
$402.57 - $493.76 $13,687 - $16,787
-34 Reduced 0.85%
3,977 $1.64 Million
Q1 2022

May 20, 2022
SELL
$459.24 - $521.7 $28,013 - $31,823
-61 Reduced 1.5%
4,011 $1.97 Million
Q4 2021

Feb 17, 2022
BUY
$485.7 - $531.03 $75,769 - $82,840
156 Added 3.98%
4,072 $2.11 Million
Q3 2021

Nov 23, 2021
SELL
$468.36 - $506.04 $9.87 Million - $10.7 Million
-21,084 Reduced 84.34%
3,916 $1.88 Million
Q3 2021

Nov 16, 2021
BUY
$468.36 - $506.04 $9.96 Million - $10.8 Million
21,261 Added 568.63%
25,000 $1.88 Million
Q2 2021

Aug 24, 2021
SELL
$475.11 - $504.81 $12,352 - $13,125
-26 Reduced 0.69%
3,739 $1.84 Million
Q1 2021

May 17, 2021
BUY
$413.34 - $489.29 $502,208 - $594,487
1,215 Added 47.65%
3,765 $1.79 Million
Q4 2020

Feb 18, 2021
BUY
$343.51 - $421.75 $13,740 - $16,870
40 Added 1.59%
2,550 $1.07 Million
Q3 2020

Nov 17, 2020
SELL
$318.46 - $358.67 $452,213 - $509,311
-1,420 Reduced 36.13%
2,510 $850,000
Q2 2020

Aug 14, 2020
SELL
$243.09 - $355.21 $29,170 - $42,625
-120 Reduced 2.96%
3,930 $1.28 Million
Q1 2020

May 18, 2020
BUY
$220.85 - $384.02 $640,906 - $1.11 Million
2,902 Added 252.79%
4,050 $1.07 Million
Q4 2019

Feb 14, 2020
BUY
$338.73 - $376.09 $44,373 - $49,267
131 Added 12.88%
1,148 $431,000
Q2 2019

Aug 27, 2019
BUY
$330.13 - $361.02 $335,742 - $367,157
1,017 New
1,017 $361,000

Others Institutions Holding MDY

# of Institutions
1,557
Shares Held
28.4M
Call Options Held
620K
Put Options Held
497K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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