EP Wealth Advisors, LLC's ownership history for SPY

EP Wealth Advisors, LLC currently holds 443.4K shares with a market value of $273.9M. It started holding SPY on 2024-09-30. At its peak, it held 443.4K shares on 2025-06-30. Its highest holding value was $273.9M on 2025-06-30. At its lowest, it held 386.2K shares on 2024-12-31, with a value of $226.3M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 57.2K.