Ep Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 110,887 shares of SPIB stock, worth $3.66 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

110,887

Previous 108,799 1.92%

Holding current value

$3.66 Million

Previous $3.67 Million 0.95%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$32.65 - $33.68 $68,173 - $70,323	2,088 Added 1.92%	110,887 $3.63 Million
Q3 2024 Nov 14, 2024	BUY	$32.36 - $33.78 $1,067 - $1,114	33 Added 0.03%	108,799 $3.67 Million
Q2 2024 Aug 19, 2024	SELL	$32.02 - $32.68 $683,659 - $697,750	-21,351 Reduced 16.41%	108,766 $3.54 Million
Q1 2024 May 14, 2024	SELL	$32.38 - $32.91 $312,402 - $317,515	-9,648 Reduced 6.9%	130,117 $4.25 Million
Q4 2023 Feb 28, 2024	BUY	$30.91 - $32.89 $4.16 Million - $4.43 Million	134,725 Added 2673.12%	139,765 $4.59 Million
Q3 2023 Nov 22, 2023	BUY	$31.4 - $32.25 $158,256 - $162,540	5,040 New	5,040 $158,000
Q2 2022 Aug 11, 2022	SELL	$32.03 - $34.08 $199,771 - $212,556	-6,237 Reduced 52.62%	5,616 $183,000
Q1 2022 May 20, 2022	SELL	$33.91 - $36.04 $6,646 - $7,063	-196 Reduced 1.63%	11,853 $405,000
Q4 2021 Feb 17, 2022	SELL	$35.97 - $36.6 $287,795 - $292,836	-8,001 Reduced 39.91%	12,049 $436,000
Q3 2021 Nov 23, 2021	BUY	$36.52 - $36.95 $261,373 - $264,451	7,157 Added 55.51%	20,050 $732,000
Q3 2021 Nov 16, 2021	SELL	$36.52 - $36.95 $27,864 - $28,192	-763 Reduced 5.59%	12,893 $732,000
Q2 2021 Aug 24, 2021	BUY	$36.19 - $36.73 $494,210 - $501,584	13,656 New	13,656 $501,000

Others Institutions Holding SPIB

# of Institutions

595

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Ep Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History