Position history for EP Wealth Advisors, LLC's holdings in SPDR SERIES TRUST
EP Wealth Advisors, LLC holds 32,315 shares of SPYD (SPDR SERIES TRUST), worth $1.5M as of 2026-Q1. The position was decreased (-47.2% shares). SPYD represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$1.5M
Current Shares
32,315
Total Value Change
+$444,143
Total Shares Change
+6,791
Other major holders of SPYD: First Command Advisory Services, Inc., PRUDENTIAL PLC
Decreased |
| 32,315 |
-47.2% |
| $1.5M |
| 0.0% |
| $47.54 |
0 |
| 2025-Q4 | Increased | 61,196 | +6.3% | $2.6M | 0.0% | $43.54 | 28 |
| 2025-Q2 | Decreased | 57,582 | -15.6% | $2.4M | 0.0% | $41.21 | 0 |
| 2025-Q1 | Decreased | 68,253 | -10.4% | $3M | 0.0% | $42.19 | 0 |
| 2024-Q4 | Increased | 76,155 | +112.3% | $3.3M | 0.0% | $41.12 | 43 |
| 2024-Q3 | Increased | 35,866 | +40.5% | $1.6M | 0.0% | $42.86 | 34 |
| 2024-Q2 | Decreased | 25,524 | -7.2% | $1M | 0.0% | $37.58 | 0 |