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Spdr Ser Tr cmn shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn 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 cmn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7M 187k 30.73
2021-12-31 $243k 8.0k 30.54
2021-09-30 $991k 32k 30.65

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View all positions for EP Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
New York Life Investment Management
Jpmorgan Chase & Co
Curbstone Financial Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisory Alpha
Fundamentun

View all funds holding Spdr Ser Tr cmn