Materials SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $75M | 854k | 87.81 |
| 2025-03-31 | $69M | 802k | 85.98 |
| 2024-12-31 | $64M | 756k | 84.14 |
| 2024-09-30 | $70M | 730k | 96.38 |
| 2024-06-30 | $60M | 678k | 88.31 |
| 2024-03-31 | $45M | 485k | 92.89 |
| 2023-12-31 | $40M | 465k | 85.54 |
| 2023-09-30 | $35M | 449k | 78.55 |
| 2023-06-30 | $596k | 22k | 27.38 |
| 2023-03-31 | $470k | 7.0k | 67.44 |
| 2022-12-31 | $206k | 2.6k | 77.69 |
| 2022-06-30 | $282k | 3.8k | 73.53 |
| 2022-03-31 | $116k | 1.3k | 88.35 |
| 2021-12-31 | $204k | 2.3k | 90.51 |
| 2016-12-31 | $6.0M | 136k | 44.32 |
| 2016-09-30 | $6.3M | 132k | 47.75 |
| 2016-06-30 | $6.1M | 132k | 46.34 |
| 2016-03-31 | $6.6M | 148k | 44.81 |
| 2015-12-31 | $6.7M | 154k | 43.42 |
| 2015-09-30 | $561k | 14k | 39.94 |