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Spdr Ser Tr shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) 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
2026-03-31 $221k 3.5k 63.08

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View all positions for EP Wealth Advisors

Top funds holding Spdr Ser Tr

Banca d'Italia
Financial Network Wealth Management
Koss-Olinger Consulting
Baltimore-Washington Financial Advisors
LPL Financial
Tompkins Financial Corp
Principal Financial Group
SOA Wealth Advisors
Retirement Capital Strategies
Laurel Wealth Planning
GAM Holding
Private Advisor
Blue Edge Capital
Financial Engines Advisors L.L.C
Integrated Wealth Concepts

View all funds holding Spdr Ser Tr