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
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |