Does EP Wealth Advisors own XLK stock?

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 1,697,667 shares of XLK (State Street Technology Select Sector SPDR ETF), worth $323.4M.

How many shares of XLK does EP Wealth Advisors own?

As of its Q2 2026 13F, EP Wealth Advisors holds 1,697,667 shares of XLK (State Street Technology Select Sector SPDR ETF).

As of its Q2 2026 13F, EP Wealth Advisors' XLK position is worth $323.4M.

In Q2 2026, EP Wealth Advisors reduced its XLK position by 16,704 shares (-1.0%).

EP Wealth Advisors first reported XLK in its Q2 2019 13F and has listed it in 28 quarterly 13F filings.

Position history for EP Wealth Advisors, LLC's holdings in State Street Technology Select Sector SPDR ETF

Current Value

$323.4M

Current Shares

1.7M

Total Value Change

+$305.8M

Total Shares Change

+1.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.7M	-1.0%	$323.4M	1.2%	$190.52	0
2026-Q1	Increased	1.7M	+5.4%	$227.8M	1.1%	$137.50	51
2025-Q4	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
2024-Q1	Decreased	468,770	-0.0%	$97.6M	1.1%	$102.96	0
2023-Q4	Increased	468,891	+1.6%	$90.3M	1.2%	$94.99	48
2023-Q3	Increased	461,546	+193x	$75.7M	1.2%	$80.72	75
2023-Q2	Decreased	2,379	-98.8%	$30.4M	0.4%	$84.10	0
2023-Q1	Increased	200,000	+93.8%	$0	0.0%	$73.00	12
2022-Q4	Decreased	103,207	-0.0%	$12.8M	0.2%	$60.89	0
2022-Q3	Decreased	103,235	-67.0%	$12.3M	0.3%	$59.08	0
2022-Q2	Increased	312,355	+2.4%	$39.7M	0.9%	$62.70	42
2022-Q1	Increased	305,033	+4.4%	$48.5M	1.1%	$78.31	48
2021-Q4	Increased	292,277	+1.8%	$50.8M	1.2%	$84.65	47
2021-Q3	Decreased	287,067	-18.9%	$42.9M	1.2%	$72.73	0
2021-Q2	Increased	354,030	+5.4%	$52.3M	1.4%	$71.36	49
2021-Q1	Increased	335,791	+21.9%	$44.6M	1.4%	$62.99	55
2020-Q4	Increased	275,363	+4.8%	$35.8M	1.3%	$62.43	48
2020-Q3	Increased	262,783	+0.8%	$30.7M	1.3%	$55.52	46
2020-Q2	Increased	260,711	+3.0%	$27.2M	1.2%	$49.14	47
2020-Q1	Increased	253,051	+1.3%	$20.3M	1.0%	$39.10	40
2019-Q4	Increased	249,910	+4.7%	$22.9M	0.9%	$43.39	42
2019-Q3	Increased	238,720	+5.9%	$19.2M	1.0%	$37.72	42
2019-Q2	New	225,403	-	$17.6M	1.1%	$36.82	65