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SPDR S&P International Small Cap shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P International Small Cap (GWX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR S&P International Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P International Small Cap 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 S&P International Small Cap by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $413k 12k 34.13

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding SPDR S&P International Small Cap

LPL Financial
Envestnet Asset Management
Bank of America Corporation
Assetmark
Cetera Investment Advisers
Bryn Mawr Trust
Commerce Bank N A
Envestnet Portfolio Solutions
Advisor Group Holdings
N.E.W. Advisory Services
Creative Planning
Corrigan Financial
Cullen Frost Bankers
Morgan Stanley
Tiaa Trust, National Association

View all funds holding SPDR S&P International Small Cap