Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,573 shares of MDYG stock, worth $682,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,573

Previous 7,576 0.04%

Holding current value

$682,024

Previous $601,000 9.32%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$70.44 - $86.87 $211 - $260	-3 Reduced 0.04%	7,573 $657,000
Q1 2025 May 15, 2025	SELL	$77.91 - $92.26 $10,517 - $12,455	-135 Reduced 1.75%	7,576 $601,000
Q4 2024 Feb 13, 2025	SELL	$86.65 - $94.9 $280,486 - $307,191	-3,237 Reduced 29.57%	7,711 $670,000
Q3 2024 Nov 14, 2024	BUY	$81.1 - $89.18 $355,218 - $390,608	4,380 Added 66.69%	10,948 $960,000
Q2 2024 Aug 19, 2024	BUY	$81.04 - $87.08 $81 - $87	1 Added 0.02%	6,568 $552,000

Q1 2024 May 14, 2024	BUY	$73.37 - $87.29 $513 - $611	7 Added 0.11%	6,567 $573,000
Q4 2023 Feb 28, 2024	BUY	$64.85 - $76.49 $5,252 - $6,195	81 Added 1.25%	6,560 $496,000
Q3 2023 Nov 22, 2023	BUY	$68.34 - $74.46 $31,299 - $34,102	458 Added 7.61%	6,479 $447,000
Q2 2023 Aug 14, 2023	SELL	$66.14 - $71.65 $826,816 - $895,696	-12,501 Reduced 67.49%	6,021 $431,000
Q1 2023 Jun 05, 2023	BUY	$64.78 - $71.55 $1.2 Million - $1.33 Million	18,522 New	18,522 $1.27 Million
Q4 2022 Jun 12, 2023	SELL	$61.13 - $69.88 $702,139 - $802,641	-11,486 Reduced 62.01%	7,036 $459,000
Q2 2022 Aug 11, 2022	SELL	$59.32 - $74.72 $16,313 - $20,548	-275 Reduced 3.8%	6,953 $424,000
Q1 2022 May 20, 2022	SELL	$69.3 - $81.58 $3,811 - $4,486	-55 Reduced 0.76%	7,228 $536,000
Q4 2021 Feb 17, 2022	SELL	$75.58 - $84.0 $34,011 - $37,800	-450 Reduced 5.82%	7,283 $594,000
Q3 2021 Nov 23, 2021	SELL	$74.54 - $80.19 $280,494 - $301,754	-3,763 Reduced 32.73%	7,733 $585,000
Q3 2021 Nov 16, 2021	BUY	$74.54 - $80.19 $664,598 - $714,974	8,916 Added 345.58%	11,496 $585,000
Q2 2021 Aug 24, 2021	BUY	$73.83 - $79.88 $190,481 - $206,090	2,580 New	2,580 $200,000
Q1 2021 May 17, 2021	SELL	$68.34 - $76.88 $197,160 - $221,798	-2,885 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$58.06 - $69.83 $167,503 - $201,459	2,885 New	2,885 $200,000
Q3 2020 Nov 17, 2020	SELL	$53.09 - $60.07 $236,993 - $268,152	-4,464 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$39.86 - $56.97 $129,863 - $185,608	-3,258 Reduced 42.19%	4,464 $240,000
Q1 2020 May 18, 2020	SELL	$35.95 - $59.38 $153,686 - $253,849	-4,275 Reduced 35.63%	7,722 $331,000
Q4 2019 Feb 14, 2020	BUY	$51.98 - $57.24 $623,604 - $686,708	11,997 New	11,997 $685,000

Others Institutions Holding MDYG

# of Institutions

438

Shares Held

20.4M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History