Consumer Discretionary SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary 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 Consumer Discretionary SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 177k | 200.37 |
| 2024-06-30 | $30M | 166k | 182.40 |
| 2024-03-31 | $37M | 201k | 183.89 |
| 2023-12-31 | $18M | 99k | 178.81 |
| 2023-09-30 | $14M | 85k | 160.98 |
| 2023-06-30 | $13M | 1.8k | 7174.39 |
| 2023-03-31 | $40M | 308k | 129.46 |
| 2022-12-31 | $7.8M | 61k | 129.16 |
| 2022-09-30 | $5.4M | 38k | 142.44 |
| 2022-06-30 | $8.0M | 58k | 137.48 |
| 2022-03-31 | $11M | 58k | 185.00 |
| 2021-12-31 | $6.8M | 33k | 204.43 |
| 2021-09-30 | $5.8M | 7.8k | 734.98 |
| 2021-06-30 | $5.9M | 33k | 178.53 |
| 2021-03-31 | $5.5M | 33k | 168.07 |
| 2020-12-31 | $5.2M | 32k | 160.77 |
| 2020-09-30 | $5.0M | 34k | 146.99 |
| 2020-06-30 | $4.7M | 37k | 127.70 |
| 2020-03-31 | $3.9M | 40k | 98.07 |
| 2019-12-31 | $14M | 108k | 125.42 |
| 2019-09-30 | $5.2M | 43k | 120.69 |
| 2019-06-30 | $5.3M | 44k | 119.19 |
| 2018-12-31 | $6.8M | 68k | 99.01 |
| 2018-09-30 | $5.9M | 50k | 117.21 |
| 2018-06-30 | $5.5M | 50k | 109.30 |
| 2018-03-31 | $5.2M | 51k | 101.29 |
| 2017-12-31 | $279k | 2.8k | 98.80 |
| 2016-12-31 | $304k | 3.7k | 81.39 |
| 2016-03-31 | $15M | 195k | 79.10 |
| 2015-12-31 | $4.5M | 58k | 78.15 |
| 2014-12-31 | $4.0M | 56k | 72.15 |