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SPYShowing 7 of 29 quarters
Position history for EP Wealth Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT
EP Wealth Advisors, LLC holds 445,988 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $290M as of 2026-Q1. The position was decreased (-4.5% shares). SPY represents 1.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$290M
Current Shares
445,988
Total Value Change
+$83.2M
Total Shares Change
+65,955
Quarter-by-Quarter History
Other major holders of SPY: JPMORGAN CHASE & CO