EP Wealth Advisors, LLC's ownership history for SPY

EP Wealth Advisors, LLC currently holds 446.0K shares with a market value of $290.0M. It started holding SPY on 2024-09-30. At its peak, it held 466.9K shares on 2025-12-31. Its highest holding value was $318.4M on 2025-12-31. 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 2.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 59.8K.