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SPDR S&P Emerging Markets shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Emerging Markets (SPEM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR S&P Emerging Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging 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 S&P Emerging Markets by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 245k 46.81
2025-06-30 $2.4M 57k 42.74
2025-03-31 $1.3M 34k 39.37
2024-12-31 $1.3M 35k 38.37
2024-09-30 $906k 22k 41.28
2024-06-30 $745k 20k 37.67
2024-03-31 $832k 23k 36.19
2023-12-31 $788k 22k 35.41
2023-09-30 $520k 16k 33.57
2023-06-30 $567k 27k 21.14
2023-03-31 $563k 34k 16.51
2022-12-31 $355k 11k 32.96
2022-06-30 $917k 26k 34.77
2022-03-31 $1.4M 37k 38.64
2021-12-31 $1.6M 39k 41.48
2021-09-30 $2.0M 17k 117.92
2021-06-30 $2.9M 63k 45.50
2021-03-31 $3.9M 89k 43.78
2020-12-31 $460k 11k 42.12
2020-09-30 $399k 11k 36.60
2020-06-30 $369k 11k 33.46
2020-03-31 $343k 12k 28.46
2019-12-31 $1.5M 41k 37.60