How many shares of SPY does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 482,806 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC).

What is EP Wealth Advisors, LLC's SPY position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's SPY position is worth $360.5M.

In 2026-Q2, EP Wealth Advisors, LLC increased their SPY position (+8.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SPY in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Current Value

$360.5M

Current Shares

482,806

Total Value Change

+$351.9M

Total Shares Change

+448,253

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	482,806	+8.3%	$360.5M	1.4%	$746.77	53
2026-Q1	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
2024-Q1	Increased	381,691	+4.8%	$199.7M	2.3%	$512.04	55
2023-Q4	Increased	364,325	+7.1%	$173.2M	2.2%	$463.84	56
2023-Q3	Increased	340,310	+3560.0%	$145.5M	2.3%	$415.48	84
2023-Q2	Decreased	9,298	-82.4%	$142.6M	2.1%	$424.32	0
2023-Q1	Decreased	52,696	-78.5%	$33,873	0.0%	$389.54	0
2022-Q4	Increased	244,818	+17.0%	$93.6M	1.7%	$367.62	55
2022-Q3	Increased	209,167	+22.7%	$74.7M	1.7%	$347.14	56
2022-Q2	Increased	170,507	+4.0%	$64.3M	1.4%	$362.45	48
2022-Q1	Increased	163,955	+3.0%	$74M	1.6%	$435.24	48
2021-Q4	Increased	159,225	+1.1%	$75.6M	1.8%	$450.41	47
2021-Q3	Increased	157,462	+0.8%	$67.6M	1.9%	$409.52	47
2021-Q2	Increased	156,225	+3.2%	$66.9M	1.9%	$401.87	48
2021-Q1	Increased	151,429	+4.2%	$60M	1.9%	$369.68	48
2020-Q4	Decreased	145,325	-0.9%	$54.3M	1.9%	$347.24	0
2020-Q3	Decreased	146,696	-5.1%	$49.1M	2.1%	$308.94	0
2020-Q2	Decreased	154,606	-9.7%	$47.7M	2.0%	$281.87	0
2020-Q1	Increased	171,130	+9.2%	$44.1M	2.2%	$241.18	55
2019-Q4	Increased	156,703	+0.9%	$50.4M	2.1%	$294.23	51
2019-Q3	Decreased	155,371	-0.7%	$46.1M	2.3%	$269.37	0
2019-Q2	Increased	156,492	+389.0%	$45.9M	2.9%	$265.95	81
2019-Q1	Decreased	32,002	-7.4%	$9M	0.9%	$255.16	0
2018-Q4	New	34,553	-	$8.6M	0.7%	$222.81	54