SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 100,571 Value ($000) $3,400 Avg Close — Range —
Q2 2025
Shares 119,014 Value ($000) $3,996 Avg Close — Range —
Q1 2025
Shares 125,079 Value ($000) $4,158 Avg Close — Range —
Q4 2024
Shares 110,887 Value ($000) $3,633 Avg Close — Range —
Q3 2024
Shares 108,799 Value ($000) $3,668 Avg Close — Range —
Q2 2024
Shares 108,766 Value ($000) $3,541 Avg Close — Range —
Q1 2024
Shares 130,117 Value ($000) $4,254 Avg Close — Range —
Q4 2023
Shares 139,765 Value ($000) $4,588 Avg Close — Range —
Q3 2023
Shares 5,040 Value ($000) $159 Avg Close — Range —
Q2 2022
Shares 5,616 Value ($000) $183 Avg Close — Range —
Q1 2022
Shares 11,853 Value ($000) $405 Avg Close — Range —
Q4 2021
Shares 12,049 Value ($000) $436 Avg Close — Range —
Q3 2021
Shares 20,050 Value ($000) $732 Avg Close — Range —
Q2 2021
Shares 13,656 Value ($000) $501 Avg Close — Range —
Q1 2017
Shares 8,999 Value ($000) $307 Avg Close — Range —
Q4 2015
Shares 10,210 Value ($000) $341 Avg Close — Range —