Industrial SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 52k | 135.44 |
| 2024-06-30 | $4.7M | 39k | 121.87 |
| 2024-03-31 | $4.5M | 36k | 125.96 |
| 2023-12-31 | $4.2M | 37k | 113.99 |
| 2023-09-30 | $4.1M | 40k | 101.38 |
| 2023-06-30 | $3.8M | 22k | 169.72 |
| 2023-03-31 | $309k | 994 | 310.37 |
| 2022-12-31 | $1.0M | 11k | 98.21 |
| 2022-09-30 | $1.1M | 13k | 82.84 |
| 2022-06-30 | $1.2M | 14k | 87.34 |
| 2022-03-31 | $7.0M | 68k | 102.98 |
| 2021-12-31 | $1.8M | 17k | 105.84 |
| 2021-09-30 | $503k | 23k | 21.87 |
| 2021-06-30 | $428k | 4.2k | 102.37 |
| 2021-03-31 | $479k | 4.9k | 98.36 |
| 2020-12-31 | $477k | 5.4k | 88.46 |
| 2020-03-31 | $757k | 13k | 58.99 |
| 2019-12-31 | $688k | 8.4k | 81.43 |
| 2019-09-30 | $681k | 8.8k | 77.66 |
| 2019-06-30 | $629k | 8.1k | 77.42 |
| 2018-12-31 | $5.9M | 91k | 64.41 |
| 2018-09-30 | $928k | 12k | 78.38 |
| 2018-06-30 | $843k | 12k | 71.65 |
| 2018-03-31 | $825k | 11k | 74.25 |
| 2017-12-31 | $523k | 6.9k | 75.69 |
| 2017-09-30 | $316k | 4.4k | 71.08 |
| 2016-03-31 | $251k | 4.5k | 55.57 |
| 2015-12-31 | $1.7M | 32k | 52.99 |
| 2015-09-30 | $1.4M | 29k | 49.88 |