EP Wealth Advisors, LLC

Position in MDY — Spdr S&P Midcap 400 ETF Trust

CIK 1540569 TORRANCE, CA

Position in MDY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$68,921,079

+$48,767,908 QoQ

Shares Held

111,747

+234.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96.91356367508747.ToString("F0")% Shared 0.ToString("F0")% None 3.0864363249125257.ToString("F0")%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$68,921,079	111,747	+234.5%	Shares	Sole	2026-05-14
2025-12-31	$20,153,171	33,406	+12.8%	Shares	Sole	2026-02-18
2025-06-30	$16,783,102	29,627	-5.4%	Shares	Sole	2025-08-14
2025-03-31	$16,703,792	31,311	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$17,541,924	30,798	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$18,943,473	33,254	+10.0%	Shares	Sole	2024-11-15
2024-06-30	$16,178,678	30,236	+6.7%	Shares	Sole	2024-08-19
2024-03-31	$15,773,383	28,349	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$14,238,097	28,062	-7.0%	Shares	Sole	2024-02-28
2023-09-30	$13,771,349	30,158	+344.1%	Shares	Sole	2023-11-24
2023-06-30	$3,252,277	6,791	-58.0%	Shares	Sole	2023-08-14
2023-03-31	$7,415,698	16,177	+82.1%	Shares	Sole	2023-06-05
2022-12-31	$3,934,189	8,885	+123.4%	Shares	Sole	2023-06-12
2022-06-30	$1,644,449	3,977	-0.8%	Shares	Sole	2022-08-11
2022-03-31	$1,967,194	4,011	-1.5%	Shares	Sole	2022-05-20
2021-12-31	$2,107,992	4,072	+4.0%	Shares	Sole	2022-02-17
2021-09-30	$1,883,126	3,916	+4.7%	Shares	Sole	2021-11-23
2021-06-30	$1,835,886	3,739	-0.7%	Shares	Sole	2021-08-24
2021-03-31	$1,792,328	3,765	+47.6%	Shares	Sole	2021-05-17
2020-12-31	$1,070,796	2,550	+1.6%	Shares	Sole	2021-02-18
2020-09-30	$850,463	2,510	-36.1%	Shares	Sole	2020-11-17
2020-06-30	$1,275,245	3,930	-3.0%	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.