EP Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.74M	Sell	214,849 -2,240	-1%	-$101K	0.04%	276
2026 Q1	$9.96M	Buy	217,089 +107,196	+98%	+$4.81M	0.05%	221
2025 Q4	$4.69M	Buy	+109,893	New	+$4.87M	0.02%	292
2025 Q2	$7.11M	Buy	174,128 +77,588	+80%	+$3.09M	0.05%	221
2025 Q1	$3.81M	Sell	96,540 -1,992	-2%	-$77.8K	0.03%	254
2024 Q4	$3.73M	Sell	98,532 -744	-0.7%	-$29.5K	0.03%	259
2024 Q3	$4.01M	Buy	99,276 +1,592	+2%	+$59.1K	0.03%	247
2024 Q2	$3.33M	Sell	97,684 -1,732	-2%	-$59.5K	0.04%	219
2024 Q1	$3.26M	Sell	99,416 -11,780	-11%	-$368K	0.04%	215
2023 Q4	$3.52M	Sell	111,196 -532	-0.5%	-$16.3K	0.04%	199
2023 Q3	$3.29M	Sell	111,728 -113,704	-50%	-$3.67M	0.05%	189
2023 Q2	$3.6M	Buy	225,432 +118,718	+111%	+$4M	0.05%	182
2023 Q1	$1.99M	Buy	106,714 +71,130	+200%	+$2.41M	0.03%	224
2022 Q4	$1.25M	Buy	+35,584	New	+$1.21M	0.02%	255
2022 Q3	–	Sell	-3,916	Closed	-$137K	–	660
2022 Q2	$137K	Sell	3,916 -14	-0.4%	-$507	﹤0.01%	613
2022 Q1	$146K	Buy	+3,930	New	+$136K	﹤0.01%	603
2020 Q3	–	Sell	-7,108	Closed	-$201K	–	375
2020 Q2	$201K	Sell	7,108 -3,030	-30%	-$87.4K	0.01%	359
2020 Q1	$281K	Buy	+10,138	New	+$324K	0.01%	315
2019 Q1	–	Sell	-17,626	Closed	-$466K	–	293
2018 Q4	$466K	Buy	+17,626	New	+$479K	0.04%	177
2018 Q1	–	Sell	-9,910	Closed	-$261K	–	221
2017 Q4	$261K	Buy	+9,910	New	+$272K	0.03%	162

Other funds holding XLU

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

EP Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1% in Q2 2026, selling an estimated $101K and leaving 214,849 shares worth $9.74M. The position accounts for 0.04% of the portfolio, ranked #276.

EP Wealth Advisors first reported a position in XLU in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.96M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

EP Wealth Advisors held 214,849 shares of State Street Utilities Select Sector SPDR ETF worth $9.74M as of Q2 2026.
EP Wealth Advisors sold 2,240 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #276 holding.
EP Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
EP Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $9.96M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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