Position history for EP Wealth Advisors, LLC's holdings in STATE STREET
EP Wealth Advisors, LLC holds 3,533 shares of XSD (STATE STREET), worth $1.2M as of 2026-Q1. The position was decreased (-5.7% shares). XSD represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$1.2M
Current Shares
3,533
Total Value Change
+$455,773
Total Shares Change
+719
Other major holders of XSD: LPL Financial LLC, MORGAN STANLEY
Decreased |
| 3,533 |
-5.7% |
| $1.2M |
| 0.0% |
| $338.43 |
0 |
| 2025-Q4 | Increased | 3,748 | +12.4% | $1.2M | 0.0% | $325.18 | 28 |
| 2025-Q2 | Decreased | 3,335 | -9.8% | $855,461 | 0.0% | $255.80 | 0 |
| 2025-Q1 | Decreased | 3,698 | -6.0% | $742,447 | 0.0% | $201.65 | 0 |
| 2024-Q4 | Increased | 3,936 | +10.6% | $977,899 | 0.0% | $249.55 | 28 |
| 2024-Q3 | Increased | 3,560 | +26.5% | $855,290 | 0.0% | $241.79 | 31 |
| 2024-Q2 | Unchanged | 2,814 | 0.0% | $696,409 | 0.0% | $246.42 | 0 |