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Consumer Staples Select Sect. SPDR shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $35M 488k 72.03
2023-09-30 $33M 473k 68.81
2023-06-30 $34M 25k 1351.52
2023-03-31 $28M 182k 151.01
2022-12-31 $30M 404k 74.55
2022-09-30 $23M 346k 66.73
2022-06-30 $24M 325k 72.18
2022-03-31 $23M 297k 75.89
2021-12-31 $276k 3.6k 77.07
2021-09-30 $215k 3.1k 68.98
2020-12-31 $111k 1.6k 67.35