Energy Select Sector SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $49M | 555k | 87.80 |
| 2024-06-30 | $8.6M | 95k | 91.15 |
| 2024-03-31 | $8.5M | 90k | 94.41 |
| 2023-12-31 | $7.8M | 93k | 83.84 |
| 2023-09-30 | $8.3M | 92k | 90.39 |
| 2023-06-30 | $6.7M | 30k | 226.96 |
| 2023-03-31 | $5.1M | 87k | 57.97 |
| 2022-12-31 | $3.3M | 38k | 87.47 |
| 2022-09-30 | $3.2M | 45k | 72.03 |
| 2022-06-30 | $1.9M | 27k | 71.52 |
| 2022-03-31 | $1.9M | 26k | 76.43 |
| 2021-12-31 | $2.1M | 38k | 55.50 |
| 2021-09-30 | $1.6M | 2.6k | 602.38 |
| 2021-06-30 | $1.8M | 33k | 53.88 |
| 2021-03-31 | $1.8M | 36k | 49.05 |
| 2020-12-31 | $2.4M | 64k | 37.90 |
| 2020-09-30 | $520k | 17k | 29.95 |
| 2020-06-30 | $795k | 21k | 37.83 |
| 2020-03-31 | $832k | 29k | 29.07 |
| 2019-09-30 | $1.2M | 21k | 59.18 |
| 2019-06-30 | $1.9M | 30k | 63.72 |
| 2018-12-31 | $4.1M | 71k | 57.36 |
| 2018-09-30 | $205k | 2.7k | 75.67 |
| 2018-03-31 | $392k | 5.8k | 67.41 |
| 2017-12-31 | $271k | 3.8k | 72.27 |
| 2017-06-30 | $233k | 3.6k | 64.90 |
| 2017-03-31 | $219k | 3.1k | 69.83 |
| 2015-12-31 | $594k | 9.9k | 60.29 |
| 2015-09-30 | $1.4M | 22k | 61.19 |
| 2014-12-31 | $470k | 5.9k | 79.12 |