Position history for EP Wealth Advisors, LLC's holdings in STATE STR SPDR S&P 500 ETF T
EP Wealth Advisors, LLC holds 445,988 shares of SPY (STATE STR SPDR S&P 500 ETF T), 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
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 445,988 |
-4.5% |
| $290M |
| 1.4% |
| $680.33 |
0 |
| 2025-Q4 | Increased | 466,906 | +5.3% | $318.4M | 1.7% | $687.01 | 51 |
| 2025-Q2 | Increased | 443,374 | +9.1% | $273.9M | 1.8% | $611.40 | 53 |
| 2025-Q1 | Increased | 406,522 | +5.3% | $227.4M | 1.8% | $550.86 | 51 |
| 2024-Q4 | Decreased | 386,193 | -8.3% | $226.3M | 1.8% | $581.39 | 0 |
| 2024-Q3 | Increased | 421,082 | +10.8% | $241.6M | 2.1% | $562.94 | 58 |
| 2024-Q2 | Decreased | 380,033 | -0.4% | $206.8M | 2.2% | $534.46 | 0 |