Spdr Series Trust dj ttl mkt etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr Series Trust dj ttl mkt etf
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Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 22k | 74.89 |
| 2025-03-31 | $1.5M | 22k | 68.01 |
| 2024-12-31 | $1.6M | 22k | 71.43 |
| 2024-09-30 | $1.5M | 21k | 70.06 |
| 2024-06-30 | $1.4M | 22k | 66.35 |
| 2024-03-31 | $1.4M | 22k | 64.15 |
| 2023-12-31 | $1.3M | 22k | 58.45 |
| 2023-09-30 | $1.1M | 22k | 52.49 |
| 2023-06-30 | $1.2M | 212k | 5.54 |
| 2023-03-31 | $2.1M | 33k | 62.40 |
| 2022-12-31 | $959k | 20k | 47.29 |
| 2022-09-30 | $936k | 21k | 44.11 |
| 2022-06-30 | $1.0M | 22k | 46.46 |
| 2022-03-31 | $1.4M | 25k | 55.59 |
| 2021-12-31 | $1.4M | 25k | 58.45 |
| 2021-09-30 | $1.5M | 2.3k | 658.14 |
| 2021-06-30 | $1.2M | 23k | 52.97 |
| 2021-03-31 | $1.1M | 21k | 49.21 |
| 2020-12-31 | $985k | 21k | 46.07 |
| 2020-09-30 | $911k | 22k | 40.89 |
| 2020-06-30 | $977k | 26k | 37.77 |
| 2020-03-31 | $926k | 29k | 31.46 |
| 2019-12-31 | $1.6M | 40k | 39.85 |
| 2019-09-30 | $765k | 21k | 36.74 |
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