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Showing 7 of 13 quarters

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

EP Wealth Advisors, LLC holds 3,508 shares of XSD (SPDR SERIES TRUST), worth $2.2M as of 2026-Q2. The position was decreased (-0.7% shares). XSD represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2.2M

Current Shares

3,508

Total Value Change

+$1.3M

Total Shares Change

-52

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,508
-0.7%
$2.2M0.0%$623.70
0
2026-Q1
Decreased
3,533
-5.7%
$1.2M0.0%$338.43
0
2025-Q4
Increased
3,748
+12.4%
$1.2M0.0%$325.18
28
2025-Q2
Decreased
3,335
-9.8%
$855,4610.0%$255.80
0
2025-Q1
Decreased
3,698
-6.0%
$742,4470.0%$201.65
0
2024-Q4
Increased
3,936
+10.6%
$977,8990.0%$249.55
28
2024-Q3
Increased
3,560
+26.5%
$855,2900.0%$241.79
31

Other major holders of XSD: BNP PARIBAS FINANCIAL MARKETS, LPL Financial LLC, MORGAN STANLEY, Steward Partners Investment Advisory, LLC

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