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SPYDSPYD
17 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SPDR SERIES TRUST

Yes. EP Wealth Advisors holds 36,761 shares of SPYD, worth $1.8M, as of its Q2 2026 13F filing. It increased the position by 4,446 shares (+13.8%) from Q1 2026. EP Wealth Advisors has held SPYD since Q4 2022, across 14 quarterly 13F filings.

Current Value

$1.8M

Current Shares

36,761

Total Value Change

+$1.6M

Total Shares Change

+32,250

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,761
+13.8%
$1.8M0.0%$47.19
29
2026-Q1
Decreased
32,315
-47.2%
$1.5M0.0%$44.51
0
2025-Q4
Increased
61,196
+6.3%
$2.6M0.0%$41.86
28
2025-Q2
Decreased
57,582
-15.6%
$2.4M0.0%$40.12
0
2025-Q1
Decreased
68,253
-10.4%
$3M0.0%$41.34
0
2024-Q4
Increased
76,155
+112.3%
$3.3M0.0%$40.01
43
2024-Q3
Increased
35,866
+40.5%
$1.6M0.0%$41.70
34
2024-Q2
Decreased
25,524
-7.2%
$1M0.0%$36.38
0
2024-Q1
Decreased
27,506
-15.4%
$1.1M0.0%$36.37
0
2023-Q4
Increased
32,496
+27.5%
$1.3M0.0%$34.68
32
2023-Q3
Increased
25,479
+202.3%
$893,5360.0%$30.62
40
2023-Q2
Decreased
8,427
-97.0%
$1M0.0%$31.99
0
2023-Q1
Increased
282,144
+1057.7%
$115.5M2.0%$32.38
76
2022-Q4
New
24,372
-
$964,6410.0%$33.38
35
2022-Q3
Exited
0
-100.0%
$00.0%$29.53
0
2022-Q2
Increased
4,624
+2.5%
$185,0000.0%$32.88
23
2022-Q1
New
4,511
-
$198,0000.0%$35.84
32

Other major holders of SPYD: First Command Advisory Services, Inc., PRUDENTIAL PLC

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