Health Care SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $18M | 133k | 134.79 |
| 2025-03-31 | $9.4M | 64k | 146.01 |
| 2024-12-31 | $9.9M | 72k | 137.57 |
| 2024-09-30 | $8.9M | 58k | 154.02 |
| 2024-06-30 | $8.2M | 56k | 145.75 |
| 2024-03-31 | $55M | 374k | 147.73 |
| 2023-12-31 | $49M | 360k | 136.38 |
| 2023-09-30 | $45M | 349k | 128.74 |
| 2023-06-30 | $43M | 1.2k | 34591.81 |
| 2023-03-31 | $4.1M | 61k | 67.69 |
| 2022-12-31 | $37M | 270k | 135.85 |
| 2022-09-30 | $31M | 254k | 121.11 |
| 2022-06-30 | $3.4M | 27k | 128.25 |
| 2022-03-31 | $1.7M | 12k | 136.98 |
| 2021-12-31 | $1.7M | 12k | 140.86 |
| 2021-09-30 | $1.1M | 25k | 45.16 |
| 2021-06-30 | $1.2M | 9.9k | 125.92 |
| 2021-03-31 | $1.2M | 10k | 116.77 |
| 2020-12-31 | $1.2M | 10k | 113.43 |
| 2020-09-30 | $1.1M | 10k | 105.44 |
| 2020-06-30 | $970k | 9.7k | 100.06 |
| 2020-03-31 | $2.2M | 25k | 88.58 |
| 2019-12-31 | $2.4M | 23k | 101.85 |
| 2019-09-30 | $1.6M | 18k | 90.15 |
| 2019-06-30 | $2.1M | 22k | 92.62 |
| 2018-12-31 | $5.0M | 81k | 61.98 |
| 2018-09-30 | $3.1M | 42k | 75.33 |
| 2018-06-30 | $2.9M | 41k | 69.46 |
| 2018-03-31 | $2.6M | 40k | 65.41 |
| 2017-12-31 | $1.1M | 17k | 64.00 |
| 2017-09-30 | $527k | 8.9k | 59.10 |
| 2017-06-30 | $265k | 3.3k | 79.27 |
| 2017-03-31 | $305k | 4.1k | 74.30 |
| 2016-12-31 | $579k | 10k | 56.65 |