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Select Sector Spdr Tr Communic etfeqty shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Select Sector Spdr Tr Communic etfeqty (XLC) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Select Sector Spdr Tr Communic etfeqty

Tip: Access up to 7 years of quarterly data

All positions including Select Sector Spdr Tr Communic etfeqty held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Select Sector Spdr Tr Communic etfeqty by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 125k 72.66
2023-09-30 $8.5M 129k 65.57
2023-06-30 $8.5M 9.4k 904.27
2023-03-31 $202k 2.5k 80.65
2022-12-31 $4.4M 91k 47.99
2022-09-30 $2.0M 42k 47.90
2022-06-30 $3.6M 67k 54.27
2022-03-31 $4.6M 67k 68.78
2021-12-31 $2.4M 31k 77.70
2021-09-30 $1.0M 13k 80.13
2021-06-30 $823k 10k 80.96
2021-03-31 $599k 8.2k 73.32
2020-12-31 $502k 7.4k 67.43
2020-09-30 $347k 5.8k 59.34
2020-06-30 $0 0 0.00
2020-03-31 $429k 9.7k 44.27
2019-09-30 $259k 5.2k 49.55
2019-06-30 $335k 6.8k 49.15
2019-03-31 $335k 7.2k 46.81
2018-12-31 $934k 23k 41.26