Spdr Ser Tr sp500 fosl etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr Ser Tr sp500 fosl etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr sp500 fosl etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $903k | 18k | 50.93 |
| 2025-03-31 | $766k | 17k | 45.75 |
| 2024-12-31 | $805k | 17k | 48.15 |
| 2024-09-30 | $862k | 18k | 47.25 |
| 2024-06-30 | $720k | 16k | 44.60 |
| 2024-03-31 | $261k | 6.1k | 42.80 |
| 2023-12-31 | $261k | 6.7k | 38.81 |
| 2023-09-30 | $233k | 6.7k | 34.73 |
| 2023-06-30 | $335k | 20k | 16.62 |
| 2023-03-31 | $282k | 6.9k | 40.72 |