Position history for EP Wealth Advisors, LLC's holdings in SPDR SERIES TRUST
EP Wealth Advisors, LLC holds 76,671 shares of XOP (SPDR SERIES TRUST), worth $13.9M as of 2026-Q1. The position was decreased (-3.2% shares). XOP represents 0.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$13.9M
Current Shares
76,671
Total Value Change
-$3.8M
Total Shares Change
-45,210
Other major holders of XOP: Varma Mutual Pension Insurance Co, BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC
Decreased |
| 76,671 |
-3.2% |
| $13.9M |
| 0.1% |
| $158.99 |
0 |
| 2025-Q4 | Decreased | 79,193 | -72.9% | $10M | 0.1% | $127.43 | 0 |
| 2025-Q2 | Increased | 292,149 | +0.9% | $36.8M | 0.2% | $125.42 | 35 |
| 2025-Q1 | Increased | 289,507 | +3.4% | $38.1M | 0.3% | $128.13 | 36 |
| 2024-Q4 | Decreased | 280,084 | -0.6% | $37.1M | 0.3% | $127.34 | 0 |
| 2024-Q3 | Increased | 281,677 | +131.1% | $37M | 0.3% | $127.02 | 56 |
| 2024-Q2 | New | 121,881 | - | $17.7M | 0.2% | $139.97 | 47 |