Position history for EP Wealth Advisors, LLC's holdings in SELECT SECTOR SPDR TR
EP Wealth Advisors, LLC holds 1.3M shares of XLE (SELECT SECTOR SPDR TR), worth $77.9M as of 2026-Q1. The position was increased (+9.8% shares). XLE represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$77.9M
Current Shares
1.3M
Total Value Change
+$69.3M
Total Shares Change
+1.2M
Other major holders of XLE: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.3M |
+9.8% |
| $77.9M |
| 0.4% |
| $56.52 |
39 |
| 2025-Q4 | Increased | 1.2M | +92.2% | $51.8M | 0.3% | $44.96 | 55 |
| 2025-Q2 | Increased | 602,459 | +6.7% | $51.1M | 0.3% | $41.93 | 37 |
| 2025-Q1 | Increased | 564,828 | +0.9% | $52.8M | 0.4% | $45.07 | 35 |
| 2024-Q4 | Increased | 559,998 | +0.9% | $48M | 0.4% | $40.91 | 35 |
| 2024-Q3 | Increased | 555,109 | +487.3% | $48.7M | 0.4% | $41.83 | 56 |
| 2024-Q2 | Increased | 94,514 | +5.1% | $8.6M | 0.1% | $43.38 | 29 |