EP Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $13.4M | Sell |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $9.73M | Sell |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $9.75M | Buy |
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|
2023
Q2 | $9.03M | Sell |
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|
2023
Q1 | $5.63M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $675K | Sell |
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|
2019
Q1 | $824K | Sell |
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|
2018
Q4 | $2.69M | Buy |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.43M | Sell |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $838K | Buy |
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|
2017
Q3 | $515K | Sell |
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|
2017
Q2 | $576K | Buy |
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|
2017
Q1 | $498K | Buy |
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|
2016
Q4 | $488K | Buy |
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|
2016
Q3 | $378K | Sell |
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|
2016
Q2 | $421K | Sell |
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|
2016
Q1 | $430K | Buy |
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|
2015
Q4 | $317K | Sell |
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|
2015
Q3 | $395K | Buy |
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|
2015
Q2 | $224K | Buy |
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