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Spdr Ser Tr sp500 fosl etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf 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 sp500 fosl etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $261k 6.7k 38.81
2023-09-30 $233k 6.7k 34.73
2023-06-30 $335k 20k 16.62
2023-03-31 $282k 6.9k 40.72

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View all positions for EP Wealth Advisors

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Betterment
Bank of New York Mellon
Pnc Financial Services
Partners Capital Investment Group
Sensible Financial Planning & Management
Pathstone Holdings
Bank of America Corporation
Rockefeller Capital Management
Gemmer Asset Management
Retirement Income Solutions
Spinnaker Trust
Gould Asset Management
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Spdr Ser Tr sp500 fosl etf