SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

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

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

Q4 2025
Shares 120,364 Value ($000) $9,656 Avg Close — Range —
Q2 2025
Shares 34,181 Value ($000) $2,485 Avg Close — Range —
Q1 2025
Shares 13,917 Value ($000) $915 Avg Close — Range —
Q4 2024
Shares 16,983 Value ($000) $1,171 Avg Close — Range —
Q3 2024
Shares 8,128 Value ($000) $549 Avg Close — Range —
Q2 2024
Shares 9,400 Value ($000) $602 Avg Close — Range —
Q1 2024
Shares 3,004 Value ($000) $185 Avg Close — Range —
Q3 2023
Shares 4,656 Value ($000) $234 Avg Close — Range —
Q2 2023
Shares 469,229 Value ($000) $243 Avg Close — Range —
Q1 2023
Shares 8,879 Value ($000) $210 Avg Close — Range —
Q4 2022
Shares 5,184 Value ($000) $233 Avg Close — Range —