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XLE
Showing 7 of 24 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+9.8%
$77.9M0.4%$56.52
39
2025-Q4
Increased
1.2M
+92.2%
$51.8M0.3%$44.96
55
2025-Q2
Increased
602,459
+6.7%
$51.1M0.3%$41.93
37
2025-Q1
Increased
564,828
+0.9%
$52.8M0.4%$45.07
35
2024-Q4
Increased
559,998
+0.9%
$48M0.4%$40.91
35
2024-Q3
Increased
555,109
+487.3%
$48.7M0.4%$41.83
56
2024-Q2
Increased
94,514
+5.1%
$8.6M0.1%$43.38
29

Other major holders of XLE: BANK OF AMERICA CORP /DE/

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