Consumer Staples Select Sect. SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $47M | 567k | 83.00 |
| 2024-06-30 | $41M | 539k | 76.58 |
| 2024-03-31 | $39M | 514k | 76.36 |
| 2023-12-31 | $35M | 488k | 72.03 |
| 2023-09-30 | $33M | 473k | 68.81 |
| 2023-06-30 | $34M | 25k | 1351.52 |
| 2023-03-31 | $28M | 182k | 151.01 |
| 2022-12-31 | $30M | 404k | 74.55 |
| 2022-09-30 | $23M | 346k | 66.73 |
| 2022-06-30 | $24M | 325k | 72.18 |
| 2022-03-31 | $23M | 297k | 75.89 |
| 2021-12-31 | $276k | 3.6k | 77.07 |
| 2021-09-30 | $215k | 3.1k | 68.98 |
| 2020-12-31 | $111k | 1.6k | 67.35 |
Top funds holding Consumer Staples Select Sect. SPDR
View all funds holding Consumer Staples Select Sect. SPDR