SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

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

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

Q4 2025
Shares 19,153 Value ($000) $1,621 Avg Close — Range —
Q2 2025
Shares 20,305 Value ($000) $1,613 Avg Close — Range —
Q1 2025
Shares 37,163 Value ($000) $2,863 Avg Close — Range —
Q4 2024
Shares 77,943 Value ($000) $6,251 Avg Close — Range —
Q3 2024
Shares 6,074 Value ($000) $483 Avg Close — Range —
Q2 2024
Shares 1,530 Value ($000) $112 Avg Close — Range —
Q1 2024
Shares 1,530 Value ($000) $116 Avg Close — Range —
Q4 2023
Shares 1,445 Value ($000) $106 Avg Close — Range —
Q1 2023
Shares 6,479 Value ($000) $443 Avg Close — Range —
Q4 2022
Shares 212,106 Value ($000) $13,728 Avg Close — Range —
Q3 2022
Shares 192,890 Value ($000) $11,153 Avg Close — Range —
Q4 2019
Shares 6,776 Value ($000) $371 Avg Close — Range —
Q4 2014
Shares 3,790 Value ($000) $323 Avg Close — Range —
Q4 2013
Shares 7,555 Value ($000) $597 Avg Close — Range —