Ep Wealth Advisors, LLC’s Select Sector Spdr Tr Position
Does Ep Wealth Advisors, LLC own Select Sector Spdr Tr (XLB)? Yes — 876.5K shares worth $44M (+0.22% of its 13F portfolio) as of Q1 2026, down from 910.2K shares the prior filed quarter.
Position Value
$44M
Q1 2026
Shares
876.5K
% of Portfolio
+0.22%
Quarters Held
14
currently held
Position History XLB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 876.5K | $44M | +0.22% |
| Q4 2025 | 910.2K | $41M | +0.21% |
| Q2 2025 | 853.5K | $75M | +0.49% |
| Q1 2025 | 802.1K | $69M | +0.55% |
| Q4 2024 | 755.7K | $64M | +0.52% |
| Q3 2024 | 729.6K | $70M | +0.60% |
| Q2 2024 | 677.5K | $60M | +0.64% |
| Q1 2024 | 485.0K | $45M | +0.53% |
| Q4 2023 | 465.1K | $40M | +0.51% |
| Q3 2023 | 449.1K | $35M | +0.55% |
| Q2 2023 | 21.7K | $595,546 | +0.01% |
| Q2 2022 | 3.8K | $282,000 | +0.01% |
| Q1 2022 | 1.3K | $116,000 | 0.00% |
| Q4 2021 | 2.3K | $204,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of XLB.