Spdr Series Trust brcly em locl shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr Series Trust brcly em locl
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Quarterly reported holdings in Spdr Series Trust brcly em locl by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $278k | 13k | 21.27 |
| 2024-06-30 | $146k | 7.4k | 19.89 |
| 2024-03-31 | $144k | 7.0k | 20.50 |
| 2023-12-31 | $123k | 5.8k | 21.24 |
| 2023-09-30 | $350k | 18k | 19.83 |
| 2023-06-30 | $350k | 2.5k | 141.82 |
| 2023-03-31 | $842k | 18k | 48.06 |
| 2015-12-31 | $220k | 9.0k | 24.53 |
| 2015-09-30 | $218k | 8.9k | 24.59 |
| 2014-12-31 | $5.3M | 186k | 28.41 |
| 2013-12-31 | $2.7M | 92k | 29.75 |
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