EP Wealth Advisors, LLC's ownership history for SPY

EP Wealth Advisors, LLC currently holds 466.9K shares with a market value of $318.4M. 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 60.4K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 45.8K.