Spdr S&p 500 Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $274M | 443k | 617.85 |
| 2025-03-31 | $227M | 407k | 559.39 |
| 2024-12-31 | $226M | 386k | 586.08 |
| 2024-09-30 | $242M | 421k | 573.76 |
| 2024-06-30 | $207M | 380k | 544.22 |
| 2024-03-31 | $200M | 382k | 523.07 |
| 2023-12-31 | $173M | 364k | 475.31 |
| 2023-09-30 | $146M | 340k | 427.48 |
| 2023-06-30 | $143M | 9.3k | 15334.64 |
| 2023-03-31 | $34k | 53k | 0.64 |
| 2022-12-31 | $94M | 245k | 382.43 |
| 2022-09-30 | $75M | 209k | 357.18 |
| 2022-06-30 | $64M | 171k | 377.25 |
| 2022-03-31 | $74M | 164k | 451.64 |
| 2021-12-31 | $76M | 159k | 474.96 |
| 2021-09-30 | $68M | 7.9k | 8535.18 |
| 2021-06-30 | $67M | 156k | 428.06 |
| 2021-03-31 | $60M | 151k | 396.33 |
| 2020-12-31 | $54M | 145k | 373.88 |
| 2020-09-30 | $49M | 147k | 334.89 |
| 2020-06-30 | $48M | 155k | 308.36 |
| 2020-03-31 | $44M | 171k | 257.75 |
| 2019-12-31 | $50M | 157k | 321.86 |
| 2019-09-30 | $46M | 155k | 296.77 |
| 2019-06-30 | $46M | 157k | 293.00 |
| 2019-03-31 | $9.0M | 32k | 282.48 |
| 2018-12-31 | $8.6M | 35k | 249.93 |
| 2018-09-30 | $7.9M | 27k | 290.71 |
| 2018-06-30 | $6.9M | 26k | 271.28 |
| 2018-03-31 | $6.8M | 26k | 263.13 |
| 2017-12-31 | $5.6M | 21k | 266.84 |
| 2017-09-30 | $5.0M | 20k | 251.22 |
| 2017-06-30 | $5.1M | 21k | 241.79 |
| 2017-03-31 | $4.9M | 21k | 235.76 |
| 2016-12-31 | $4.6M | 23k | 204.77 |
| 2016-09-30 | $4.7M | 22k | 216.28 |
| 2016-06-30 | $3.9M | 19k | 209.45 |
| 2016-03-31 | $3.7M | 18k | 205.50 |
| 2015-12-31 | $3.0M | 15k | 203.85 |
| 2015-09-30 | $2.2M | 11k | 191.65 |
| 2015-06-30 | $2.4M | 12k | 205.86 |
| 2015-03-31 | $2.5M | 12k | 206.43 |
| 2014-12-31 | $2.3M | 11k | 205.58 |
| 2014-09-30 | $2.1M | 11k | 196.99 |
| 2014-06-30 | $2.0M | 10k | 195.70 |
| 2014-03-31 | $1.9M | 10k | 187.04 |
| 2013-12-31 | $1.8M | 9.8k | 184.65 |
| 2013-09-30 | $1.8M | 11k | 167.99 |