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SPDR KBW Capital Markets shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets 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 KBW Capital Markets by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $173k 1.2k 144.93
2025-03-31 $150k 1.2k 126.17
2024-12-31 $164k 1.2k 137.70
2024-09-30 $168k 1.3k 124.88

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding SPDR KBW Capital Markets

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Meitav Dash Investments
Morgan Stanley
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Nottingham Advisors
Royal Fund Management
Horizon Wealth Management
Baker Avenue Asset Management

View all funds holding SPDR KBW Capital Markets