SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 34,121 Value ($000) $4,748 Avg Close Range
Q2 2025
Shares 37,901 Value ($000) $5,144 Avg Close Range
Q1 2025
Shares 37,616 Value ($000) $5,104 Avg Close Range
Q4 2024
Shares 37,166 Value ($000) $4,910 Avg Close Range
Q3 2024
Shares 38,328 Value ($000) $5,444 Avg Close Range
Q2 2024
Shares 38,491 Value ($000) $4,895 Avg Close Range
Q1 2024
Shares 34,368 Value ($000) $4,511 Avg Close Range
Q4 2023
Shares 36,722 Value ($000) $4,589 Avg Close Range
Q3 2023
Shares 38,981 Value ($000) $4,483 Avg Close Range
Q2 2023
Shares 6,819 Value ($000) $4,519 Avg Close Range
Q1 2023
Shares 10,000 Value ($000) $0 Avg Close Range
Q4 2022
Shares 39,943 Value ($000) $4,997 Avg Close Range
Q3 2022
Shares 30,370 Value ($000) $3,386 Avg Close Range
Q2 2022
Shares 27,564 Value ($000) $3,272 Avg Close Range
Q1 2022
Shares 28,875 Value ($000) $3,699 Avg Close Range
Q4 2021
Shares 28,054 Value ($000) $3,622 Avg Close Range
Q3 2021
Shares 30,387 Value ($000) $3,572 Avg Close Range
Q2 2021
Shares 20,860 Value ($000) $2,551 Avg Close Range
Q1 2021
Shares 23,889 Value ($000) $2,820 Avg Close Range
Q4 2020
Shares 22,144 Value ($000) $2,346 Avg Close Range
Q3 2020
Shares 22,345 Value ($000) $2,065 Avg Close Range
Q2 2020
Shares 23,581 Value ($000) $2,151 Avg Close Range
Q1 2020
Shares 24,575 Value ($000) $1,963 Avg Close Range
Q4 2019
Shares 25,896 Value ($000) $2,786 Avg Close Range
Q3 2019
Shares 27,605 Value ($000) $2,832 Avg Close Range
Q2 2019
Shares 30,724 Value ($000) $3,099 Avg Close Range
Q1 2019
Shares 31,724 Value ($000) $3,154 Avg Close Range
Q4 2018
Shares 33,791 Value ($000) $3,025 Avg Close Range
Q3 2018
Shares 18,805 Value ($000) $1,842 Avg Close Range