EP Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

EP Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.7M	Buy	899,433 +22,953	+3%	+$1.18M	0.17%	97
2026 Q1	$43.8M	Sell	876,480 -33,686	-4%	-$1.69M	0.22%	78
2025 Q4	$41.3M	Buy	+910,166	New	+$40.2M	0.21%	73
2025 Q2	$74.9M	Buy	1,707,008 +102,868	+6%	+$4.36M	0.49%	40
2025 Q1	$69M	Buy	1,604,140 +92,766	+6%	+$4.05M	0.55%	39
2024 Q4	$63.6M	Buy	1,511,374 +52,266	+4%	+$2.42M	0.52%	42
2024 Q3	$70.3M	Buy	1,459,108 +104,056	+8%	+$4.75M	0.6%	38
2024 Q2	$59.8M	Buy	1,355,052 +385,006	+40%	+$17.4M	0.64%	40
2024 Q1	$45.1M	Buy	970,046 +39,806	+4%	+$1.71M	0.53%	50
2023 Q4	$39.8M	Buy	930,240 +32,120	+4%	+$1.28M	0.51%	54
2023 Q3	$35.3M	Buy	898,120 +854,624	+1,965%	+$35.1M	0.55%	47
2023 Q2	$596K	Buy	43,496 +29,546	+212%	+$1.17M	0.01%	429
2023 Q1	$470K	Buy	13,950 +8,652	+163%	+$350K	0.01%	413
2022 Q4	$206K	Buy	+5,298	New	+$203K	﹤0.01%	546
2022 Q3	–	Sell	-7,670	Closed	-$282K	–	657
2022 Q2	$282K	Buy	7,670 +5,044	+192%	+$211K	0.01%	492
2022 Q1	$116K	Sell	2,626 -1,882	-42%	-$80.3K	﹤0.01%	617
2021 Q4	$204K	Buy	+4,508	New	+$195K	﹤0.01%	528
2017 Q1	–	Sell	-272,470	Closed	-$6.04M	–	168
2016 Q4	$6.04M	Buy	272,470 +8,632	+3%	+$210K	0.88%	36
2016 Q3	$6.3M	Sell	263,838 -834	-0.3%	-$20.1K	0.98%	34
2016 Q2	$6.13M	Sell	264,672 -31,566	-11%	-$735K	0.98%	35
2016 Q1	$6.64M	Sell	296,238 -12,142	-4%	-$251K	1.02%	35
2015 Q4	$6.7M	Buy	308,380 +280,290	+998%	+$6.22M	1.13%	35
2015 Q3	$561K	Buy	+28,090	New	+$625K	0.11%	75

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's XLB Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 899,433 shares worth $45.7M. The position accounts for 0.17% of the portfolio, ranked #97.

EP Wealth Advisors first reported a position in XLB in Q3 2015 and has held it in 23 quarters since. The position peaked at $74.9M in Q2 2025. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

EP Wealth Advisors held 899,433 shares of State Street Materials Select Sector SPDR ETF worth $45.7M as of Q2 2026.
EP Wealth Advisors bought 22,953 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.18M.
State Street Materials Select Sector SPDR ETF made up 0.17% of EP Wealth Advisors's portfolio in Q2 2026, its #97 holding.
EP Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2015 and has held it in 23 quarters since.
EP Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $74.9M in Q2 2025.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.