EP Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4M	Sell	162,071 -10,048	-6%	-$1.15M	0.07%	200
2026 Q1	$19.1M	Buy	172,119 +15,451	+10%	+$1.79M	0.09%	138
2025 Q4	$18.4M	Buy	+156,668	New	+$18M	0.1%	139
2025 Q2	$18.5M	Buy	170,761 +52,247	+44%	+$5.15M	0.12%	134
2025 Q1	$11.4M	Sell	118,514 -14,483	-11%	-$1.45M	0.09%	142
2024 Q4	$12.9M	Buy	132,997 +7,417	+6%	+$707K	0.11%	128
2024 Q3	$11.4M	Buy	125,580 +10,679	+9%	+$921K	0.1%	133
2024 Q2	$9.84M	Buy	114,901 +514	+0.4%	+$42.4K	0.1%	118
2024 Q1	$9.34M	Sell	114,387 -10,424	-8%	-$812K	0.11%	114
2023 Q4	$9.07M	Sell	124,811 -4,632	-4%	-$319K	0.12%	112
2023 Q3	$8.49M	Buy	129,443 +120,066	+1,280%	+$8.01M	0.13%	111
2023 Q2	$8.48M	Buy	9,377 +6,876	+275%	+$419K	0.12%	113
2023 Q1	$202K	Sell	2,501 -88,546	-97%	-$4.81M	﹤0.01%	577
2022 Q4	$4.37M	Buy	91,047 +49,437	+119%	+$2.42M	0.08%	139
2022 Q3	$1.99M	Sell	41,610 -25,072	-38%	-$1.38M	0.05%	190
2022 Q2	$3.62M	Sell	66,682 -153	-0.2%	-$9.21K	0.08%	137
2022 Q1	$4.6M	Buy	66,835 +35,688	+115%	+$2.51M	0.1%	120
2021 Q4	$2.42M	Buy	31,147 +18,480	+146%	+$1.46M	0.06%	170
2021 Q3	$1.01M	Buy	12,667 +2,501	+25%	+$207K	0.03%	239
2021 Q2	$823K	Buy	10,166 +1,996	+24%	+$155K	0.02%	269
2021 Q1	$599K	Buy	8,170 +725	+10%	+$51.6K	0.02%	292
2020 Q4	$502K	Buy	7,445 +1,597	+27%	+$102K	0.02%	263
2020 Q3	$347K	Buy	+5,848	New	+$346K	0.01%	273
2020 Q2	–	Sell	-9,691	Closed	-$497K	–	329
2020 Q1	$429K	Buy	+9,691	New	+$501K	0.02%	267
2019 Q4	–	Sell	-5,227	Closed	-$259K	–	440
2019 Q3	$259K	Sell	5,227 -1,589	-23%	-$79.6K	0.01%	300
2019 Q2	$335K	Sell	6,816 -341	-5%	-$16.6K	0.02%	224
2019 Q1	$335K	Sell	7,157 -15,480	-68%	-$705K	0.03%	196
2018 Q4	$934K	Buy	+22,637	New	+$1.01M	0.07%	127

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

EP Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.8% in Q2 2026, selling an estimated $1.15M and leaving 162,071 shares worth $17.4M. The position accounts for 0.07% of the portfolio, ranked #200.

EP Wealth Advisors first reported a position in XLC in Q4 2018 and has held it in 28 quarters since. The position peaked at $19.1M in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

EP Wealth Advisors held 162,071 shares of State Street Communication Services Select Sector SPDR ETF worth $17.4M as of Q2 2026.
EP Wealth Advisors sold 10,048 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.15M.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #200 holding.
EP Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
EP Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $19.1M in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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