EWA
SPYM

EP Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

EP Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.48M Buy
2025
Q1 		$915K Sell
2024
Q4 		$1.17M Buy
2024
Q3 		$549K Sell
2024
Q2 		$602K Buy
2024
Q1 		$185K Buy
2023
Q4 		– Sell
2023
Q3 		$234K Sell
2023
Q2 		$243K Buy
2023
Q1 		$210K Buy
2022
Q4 		$233K Buy