SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q4 2025
Shares 70,063 Value ($000) $7,476 Avg Close — Range —
Q2 2025
Shares 33,881 Value ($000) $3,230 Avg Close — Range —
Q1 2025
Shares 27,471 Value ($000) $2,208 Avg Close — Range —
Q4 2024
Shares 31,551 Value ($000) $2,773 Avg Close — Range —
Q3 2024
Shares 33,394 Value ($000) $2,770 Avg Close — Range —
Q2 2024
Shares 30,607 Value ($000) $2,453 Avg Close — Range —
Q1 2024
Shares 31,038 Value ($000) $2,270 Avg Close — Range —
Q4 2023
Shares 33,052 Value ($000) $2,150 Avg Close — Range —
Q3 2023
Shares 9,714 Value ($000) $576 Avg Close — Range —
Q2 2023
Shares 4,397 Value ($000) $667 Avg Close — Range —
Q1 2023
Shares 26,474 Value ($000) $1,006 Avg Close — Range —
Q4 2022
Shares 12,065 Value ($000) $611 Avg Close — Range —
Q2 2022
Shares 8,076 Value ($000) $422 Avg Close — Range —
Q1 2022
Shares 5,365 Value ($000) $355 Avg Close — Range —
Q4 2021
Shares 5,404 Value ($000) $392 Avg Close — Range —
Q3 2021
Shares 5,521 Value ($000) $353 Avg Close — Range —
Q2 2021
Shares 5,535 Value ($000) $349 Avg Close — Range —
Q1 2021
Shares 4,725 Value ($000) $266 Avg Close — Range —
Q4 2020
Shares 5,105 Value ($000) $282 Avg Close — Range —
Q3 2020
Shares 4,590 Value ($000) $230 Avg Close — Range —