EP Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9M | Buy |
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|
2025
Q1 | $69M | Buy |
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|
2024
Q4 | $63.6M | Buy |
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|
2024
Q3 | $70.3M | Buy |
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|
2024
Q2 | $59.8M | Buy |
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|
2024
Q1 | $45.1M | Buy |
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|
2023
Q4 | $39.8M | Buy |
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|
2023
Q3 | $35.3M | Buy |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.04M | Buy |
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|
2016
Q3 | $6.3M | Sell |
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|
2016
Q2 | $6.13M | Sell |
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|
2016
Q1 | $6.64M | Sell |
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|
2015
Q4 | $6.7M | Buy |
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|
2015
Q3 | $561K | Buy |
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