Technology SPDR shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $90M | 469k | 192.48 |
| 2023-09-30 | $76M | 462k | 163.93 |
| 2023-06-30 | $30M | 2.4k | 12796.16 |
| 2023-03-31 | $0 | 200k | 0.00 |
| 2022-12-31 | $13M | 103k | 124.44 |
| 2022-09-30 | $12M | 103k | 118.78 |
| 2022-06-30 | $40M | 312k | 127.12 |
| 2022-03-31 | $49M | 305k | 158.93 |
| 2021-12-31 | $51M | 292k | 173.87 |
| 2021-09-30 | $43M | 7.4k | 5773.84 |
| 2021-06-30 | $52M | 354k | 147.66 |
| 2021-03-31 | $45M | 336k | 132.81 |
| 2020-12-31 | $36M | 275k | 130.02 |
| 2020-09-30 | $31M | 263k | 116.70 |
| 2020-06-30 | $27M | 261k | 104.49 |
| 2020-03-31 | $20M | 253k | 80.37 |
| 2019-12-31 | $23M | 250k | 91.67 |
| 2019-09-30 | $19M | 239k | 80.53 |
| 2019-06-30 | $18M | 225k | 78.04 |
| 2017-03-31 | $221k | 4.2k | 53.21 |
| 2016-06-30 | $243k | 5.6k | 43.28 |
| 2016-03-31 | $216k | 4.9k | 44.26 |
| 2015-12-31 | $1.3M | 31k | 42.82 |
| 2015-09-30 | $474k | 12k | 39.52 |