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Spdr Ser Tr shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 90k 99.12
2023-09-30 $9.0M 91k 99.43
2023-06-30 $8.6M 103k 83.67
2023-03-31 $19M 208k 91.82

More positions owned by EP Wealth Advisors

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JPMorgan Chase & Co. (JPM)
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Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Spdr Ser Tr

Bank of America Corporation
CWM
LPL Financial
Advisor Group Holdings
Ameriprise Financial
Sargent Investment Group
Coldstream Capital Management
Envestnet Asset Management
Royal Bank of Canada
Partners Capital Investment Group
Proficio Capital Partners
Stephens
Fortis Group Advisors
Commonwealth Equity Services
Pecaut & Co.

View all funds holding Spdr Ser Tr