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 38,366 shares of SPYG stock, worth $3.26 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
38,366
Previous 38,717 0.91%
Holding current value
$3.26 Million
Previous $2.83 Million 8.55%
% of portfolio
3.63%
Previous 3.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$68.71 - $80.95 $24,117 - $28,413
-351 Reduced 0.91%
38,366 $3.07 Million
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
$49.14 - $55.07 $42,948 - $48,131
-874 Reduced 2.26%
37,863 $1.92 Million
Q3 2022

Nov 07, 2022

SELL
$50.1 - $61.86 $41,833 - $51,653
-835 Reduced 2.11%
38,737 $1.94 Million
Q2 2022

Aug 05, 2022

BUY
$50.47 - $67.39 $58,747 - $78,441
1,164 Added 3.03%
39,572 $2.07 Million
Q1 2022

Apr 20, 2022

SELL
$59.17 - $73.03 $8,461 - $10,443
-143 Reduced 0.37%
38,408 $2.54 Million
Q4 2021

Jan 14, 2022

BUY
$63.39 - $73.48 $2.44 Million - $2.83 Million
38,551 New
38,551 $2.79 Million

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.