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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
2024-09-30 $168k 1.3k 124.88

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 KBW Capital Markets

Assetmark
Bank of America Corporation
Morgan Stanley
LPL Financial
Fisher Investments
Royal Fund Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
360 Financial
Thrivent Financial for Lutherans
Advisor Group Holdings
Zimmermann Investment Management & Planning
Citadel Advisors
Envestnet Asset Management
Aveo Capital Partners
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet

View all funds holding SPDR KBW Capital Markets