Utilities SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $7.1M | 87k | 81.66 |
| 2025-03-31 | $3.8M | 48k | 78.85 |
| 2024-12-31 | $3.7M | 49k | 75.69 |
| 2024-09-30 | $4.0M | 50k | 80.78 |
| 2024-06-30 | $3.3M | 49k | 68.14 |
| 2024-03-31 | $3.3M | 50k | 65.65 |
| 2023-12-31 | $3.5M | 56k | 63.33 |
| 2023-09-30 | $3.3M | 56k | 58.93 |
| 2023-06-30 | $3.6M | 113k | 31.90 |
| 2023-03-31 | $2.0M | 53k | 37.38 |
| 2022-12-31 | $1.3M | 18k | 70.50 |
| 2022-06-30 | $137k | 2.0k | 69.97 |
| 2022-03-31 | $146k | 2.0k | 74.30 |
| 2020-06-30 | $201k | 3.6k | 56.56 |
| 2020-03-31 | $281k | 5.1k | 55.44 |
| 2018-12-31 | $466k | 8.8k | 52.88 |
| 2017-12-31 | $261k | 5.0k | 52.67 |