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XLK
Showing 7 of 27 quarters

Position history for EP Wealth Advisors, LLC's holdings in SELECT SECTOR SPDR TR

EP Wealth Advisors, LLC holds 1.7M shares of XLK (SELECT SECTOR SPDR TR), worth $227.8M as of 2026-Q1. The position was increased (+5.4% shares). XLK represents 1.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$227.8M

Current Shares

1.7M

Total Value Change

+$118.5M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.7M
+5.4%
$227.8M1.1%$137.50
51
2025-Q4
Increased
1.6M
+93.3%
$234.2M1.2%$145.41
77
2025-Q2
Increased
841,838
+21.9%
$213.2M1.4%$125.03
58
2025-Q1
Increased
690,537
+0.8%
$142.6M1.1%$102.73
48
2024-Q4
Increased
684,800
+1.4%
$159.2M1.3%$116.51
48
2024-Q3
Increased
675,696
+39.8%
$152.5M1.3%$111.67
63
2024-Q2
Increased
483,457
+3.1%
$109.4M1.2%$112.03
49

Other major holders of XLK: BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN

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