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
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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 |
|---|---|---|---|
| 2024-09-30 | $6.2M | 62k | 99.58 |
| 2024-06-30 | $5.4M | 54k | 99.37 |
| 2024-03-31 | $6.3M | 64k | 99.42 |
| 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 |