EP Wealth Advisors, LLC
Position in MDY — State Street SPDR S&P MidCap 400SM ETF Trust
CIK 1540569
TORRANCE, CA
All Filings in MDY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,016,776 | 119,454 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $68,921,079 | 111,747 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,153,171 | 33,406 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $16,783,102 | 29,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,703,792 | 31,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,541,924 | 30,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,943,473 | 33,254 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,178,678 | 30,236 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $15,773,383 | 28,349 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,238,097 | 28,062 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $13,771,349 | 30,158 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,252,277 | 6,791 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,304,218 | 16,177 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,934,189 | 8,885 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,644,449 | 3,977 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,967,194 | 4,011 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,107,992 | 4,072 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,883,126 | 3,916 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,835,886 | 3,739 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,792,328 | 3,765 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,070,796 | 2,550 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $850,463 | 2,510 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,275,245 | 3,930 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,064,664 | 4,050 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||