SPDR SER TR

Ticker: SPSB CUSIP: 78464A474 Class: PORTFOLIO SHORT

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

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

Q4 2025
Shares 72,737 Value ($000) $2,197 Avg Close — Range —
Q2 2025
Shares 93,164 Value ($000) $2,813 Avg Close — Range —
Q1 2025
Shares 93,586 Value ($000) $2,817 Avg Close — Range —
Q4 2024
Shares 116,879 Value ($000) $3,490 Avg Close — Range —
Q3 2024
Shares 102,975 Value ($000) $3,118 Avg Close — Range —
Q2 2024
Shares 108,376 Value ($000) $3,219 Avg Close — Range —
Q1 2024
Shares 142,657 Value ($000) $4,247 Avg Close — Range —
Q4 2023
Shares 172,261 Value ($000) $5,130 Avg Close — Range —
Q2 2022
Shares 5,780 Value ($000) $172 Avg Close — Range —
Q1 2022
Shares 6,573 Value ($000) $198 Avg Close — Range —
Q4 2021
Shares 6,566 Value ($000) $203 Avg Close — Range —
Q3 2021
Shares 14,445 Value ($000) $451 Avg Close — Range —
Q2 2021
Shares 10,797 Value ($000) $338 Avg Close — Range —
Q1 2017
Shares 12,090 Value ($000) $370 Avg Close — Range —