Position history for EP Wealth Advisors, LLC's holdings in SELECT SECTOR SPDR TR
EP Wealth Advisors, LLC holds 1.6M shares of XLK (SELECT SECTOR SPDR TR), worth $234.2M as of 2025-Q4. The position was increased (++93.3% shares). XLK represents 1.2% of EP Wealth Advisors, LLC's portfolio.
Current Value
$234.2M
Current Shares
1.6M
Total Value Change
+$124.9M
Total Shares Change
+1.1M
Other major holders of XLK: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.6M |
+93.3% |
| $234.2M |
| 1.2% |
| $145.41 |
77 |
| 2025-Q2 | Increased | 841,838 | +21.9% | $213.2M | 1.4% | $125.03 | 58 |
| 2025-Q1 | Increased | 690,537 | +0.8% | $142.6M | 1.1% | $102.73 | 48 |
| 2024-Q4 | Increased | 684,800 | +1.4% | $159.2M | 1.3% | $116.51 | 48 |
| 2024-Q3 | Increased | 675,696 | +39.8% | $152.5M | 1.3% | $111.67 | 63 |
| 2024-Q2 | Increased | 483,457 | +3.1% | $109.4M | 1.2% | $112.03 | 49 |