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Financial Select Sector SPDR shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 252k 45.32
2024-06-30 $9.7M 237k 41.11
2024-03-31 $10M 238k 42.12
2023-12-31 $11M 291k 37.60
2023-09-30 $9.7M 294k 33.17
2023-06-30 $9.0M 15k 601.85
2023-03-31 $5.6M 68k 82.83
2022-12-31 $2.4M 70k 34.20
2022-09-30 $1.4M 45k 30.37
2022-06-30 $3.5M 112k 31.45
2022-03-31 $2.6M 69k 38.32
2021-12-31 $988k 25k 39.03
2021-09-30 $657k 8.3k 79.39
2021-06-30 $591k 16k 36.71
2021-03-31 $409k 12k 34.05
2020-12-31 $282k 9.6k 29.46
2020-09-30 $264k 11k 24.09
2020-06-30 $282k 12k 23.16
2020-03-31 $1.2M 58k 20.82
2019-12-31 $635k 21k 30.78
2019-09-30 $645k 23k 27.98
2019-06-30 $675k 24k 27.61
2019-03-31 $824k 32k 25.72
2018-12-31 $2.7M 113k 23.82
2018-09-30 $1.5M 53k 27.58
2018-06-30 $1.4M 54k 26.59
2018-03-31 $1.6M 56k 27.56
2017-12-31 $838k 30k 27.92
2017-09-30 $515k 20k 25.86
2017-06-30 $576k 23k 24.66
2017-03-31 $498k 21k 23.72
2016-12-31 $488k 21k 23.26
2016-09-30 $378k 20k 19.27
2016-06-30 $421k 18k 22.85
2016-03-31 $430k 19k 22.50
2015-12-31 $317k 13k 23.86
2015-09-30 $395k 18k 22.64
2015-06-30 $224k 9.2k 24.38

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR