Position history for EP Wealth Advisors, LLC's holdings in SPDR S&P 500 ETF TR
EP Wealth Advisors, LLC holds 466,906 shares of SPY (SPDR S&P 500 ETF TR), worth $318.4M as of 2025-Q4. The position was increased (++5.3% shares). SPY represents 1.7% of EP Wealth Advisors, LLC's portfolio.
Current Value
$318.4M
Current Shares
466,906
Total Value Change
+$111.6M
Total Shares Change
+86,873
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
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 |