EP Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.3M	Sell	557,172 -217	-0%	-$18.1K	0.18%	95
2026 Q1	$45.7M	Buy	557,389 +45,692	+9%	+$3.85M	0.22%	75
2025 Q4	$39.7M	Buy	+511,697	New	+$39.9M	0.21%	77
2025 Q2	$53.8M	Buy	664,509 +65,538	+11%	+$5.32M	0.35%	59
2025 Q1	$48.9M	Buy	598,971 +19,826	+3%	+$1.58M	0.39%	57
2024 Q4	$45.5M	Buy	579,145 +12,213	+2%	+$992K	0.37%	59
2024 Q3	$47.1M	Buy	566,932 +28,178	+5%	+$2.26M	0.4%	60
2024 Q2	$41.3M	Buy	538,754 +25,017	+5%	+$1.91M	0.44%	58
2024 Q1	$39.2M	Buy	513,737 +26,158	+5%	+$1.93M	0.46%	58
2023 Q4	$35.1M	Buy	487,579 +14,547	+3%	+$1.01M	0.45%	61
2023 Q3	$32.5M	Buy	473,032 +447,749	+1,771%	+$32.8M	0.5%	56
2023 Q2	$34.2M	Sell	25,283 -156,834	-86%	-$11.8M	0.49%	49
2023 Q1	$27.5M	Sell	182,117 -221,637	-55%	-$16.2M	0.47%	52
2022 Q4	$30.1M	Buy	403,754 +57,540	+17%	+$4.19M	0.54%	48
2022 Q3	$23.1M	Buy	346,214 +20,848	+6%	+$1.53M	0.52%	50
2022 Q2	$23.5M	Buy	325,366 +28,243	+10%	+$2.12M	0.53%	52
2022 Q1	$22.5M	Buy	297,123 +293,542	+8,197%	+$22.1M	0.5%	54
2021 Q4	$276K	Buy	3,581 +464	+15%	+$33.6K	0.01%	475
2021 Q3	$215K	Buy	+3,117	New	+$222K	0.01%	500
2021 Q1	–	Sell	-1,648	Closed	-$111K	–	526
2020 Q4	$111K	Buy	+1,648	New	+$109K	﹤0.01%	449

Other funds holding XLP

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

EP Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.04% in Q2 2026, selling an estimated $18.1K and leaving 557,172 shares worth $46.3M. The position accounts for 0.18% of the portfolio, ranked #95.

EP Wealth Advisors first reported a position in XLP in Q4 2020 and has held it in 20 quarters since. The position peaked at $53.8M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

EP Wealth Advisors held 557,172 shares of State Street Consumer Staples Select Sector SPDR ETF worth $46.3M as of Q2 2026.
EP Wealth Advisors sold 217 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of EP Wealth Advisors's portfolio in Q2 2026, its #95 holding.
EP Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
EP Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $53.8M in Q2 2025.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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