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SPDR S&P Semiconductor shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Semiconductor (XSD) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR S&P Semiconductor

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Semiconductor held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Semiconductor by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $633k 2.8k 224.79
2023-09-30 $552k 2.8k 196.01
2023-06-30 $623k 3.3k 190.26
2023-03-31 $71M 650k 109.66

More positions owned by EP Wealth Advisors

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Vanguard Index Fds Value Etf (VTV)
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Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding SPDR S&P Semiconductor

Global Assets Advisory
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Goldman Sachs Group
Adams Wealth Management
Wealth Management Group
Hobart Private Capital
Advisor Group Holdings
McGuire Investment Group
Commonwealth Equity Services
First Interstate Bank
Royal Bank of Canada
MGB Wealth Management

View all funds holding SPDR S&P Semiconductor