Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,983 shares of SPLG stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,983

Previous 8,128 108.94%

Holding current value

$1.13 Million

Previous $548,000 113.5%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$66.77 - $71.52 $591,248 - $633,309	8,855 Added 108.94%	16,983 $1.17 Million
Q3 2024 Nov 14, 2024	SELL	$60.84 - $67.51 $77,388 - $85,872	-1,272 Reduced 13.53%	8,128 $548,000
Q2 2024 Aug 19, 2024	BUY	$58.24 - $64.51 $372,503 - $412,605	6,396 Added 212.92%	9,400 $601,000
Q1 2024 May 14, 2024	BUY	$54.97 - $61.53 $165,129 - $184,836	3,004 New	3,004 $184,000
Q3 2023 Nov 22, 2023	SELL	$50.09 - $53.81 $23.3 Million - $25 Million	-464,573 Reduced 99.01%	4,656 $234,000
Q2 2023 Aug 14, 2023	BUY	$47.56 - $52.11 $21.9 Million - $24 Million	460,350 Added 5184.71%	469,229 $24.5 Million
Q1 2023 Jun 05, 2023	BUY	$44.61 - $48.99 $396,092 - $434,982	8,879 New	8,879 $427,000
Q4 2022 Jun 12, 2023	SELL	$41.93 - $47.9 $154,931 - $176,990	-3,695 Reduced 41.62%	5,184 $233,000

Others Institutions Holding SPLG

# of Institutions

1,302

Shares Held

553M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History