Spdr Ser Tr s&p oilgas exp shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Spdr Ser Tr s&p oilgas exp
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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $37M | 292k | 125.80 |
| 2025-03-31 | $38M | 290k | 131.71 |
| 2024-12-31 | $37M | 280k | 132.37 |
| 2024-09-30 | $37M | 282k | 131.52 |
| 2024-06-30 | $18M | 122k | 145.47 |
| 2023-09-30 | $182k | 1.2k | 147.89 |