SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF
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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 103k | 30.28 |
| 2024-06-30 | $3.2M | 108k | 29.70 |
| 2024-03-31 | $4.2M | 143k | 29.77 |
| 2023-12-31 | $5.1M | 172k | 29.78 |
| 2022-06-30 | $172k | 5.8k | 29.76 |
| 2022-03-31 | $198k | 6.6k | 30.12 |
| 2021-12-31 | $203k | 6.6k | 30.92 |
| 2021-09-30 | $451k | 14k | 31.22 |
| 2021-06-30 | $338k | 11k | 31.31 |
| 2017-03-31 | $370k | 12k | 30.60 |
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