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GWXGWX
5 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SPDR INDEX SHS FDS

EP Wealth Advisors, LLC holds 121,785 shares of GWX (SPDR INDEX SHS FDS), worth $5.3M as of 2026-Q2. This is a new position. GWX represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$5.3M

Current Shares

121,785

Total Value Change

+$4.9M

Total Shares Change

+109,672

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
121,785
-
$5.3M0.0%$43.76
37
2025-Q2
Exited
0
-100.0%
$00.0%$36.40
0
2025-Q1
Unchanged
12,113
0.0%
$387,1310.0%$31.28
0
2024-Q4
Unchanged
12,113
0.0%
$375,3210.0%$30.08
0
2024-Q3
New
12,113
-
$413,4170.0%$32.62
33

Other major holders of GWX: LPL Financial LLC, STATE STREET CORP

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