Ep Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 755,687 shares of XLB stock, worth $65.9 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
755,687
Previous 729,554 3.58%
Holding current value
$65.9 Million
Previous $70.3 Million 9.57%
% of portfolio
0.54%
Previous 0.62%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$83.8 - $97.58 $2.19 Million - $2.55 Million
26,133 Added 3.58%
755,687 $63.6 Million
Q3 2024

Nov 14, 2024
BUY
$86.95 - $97.09 $4.52 Million - $5.05 Million
52,028 Added 7.68%
729,554 $70.3 Million
Q2 2024

Aug 19, 2024
BUY
$88.28 - $93.06 $17 Million - $17.9 Million
192,503 Added 39.69%
677,526 $59.8 Million
Q1 2024

May 14, 2024
BUY
$80.98 - $92.89 $1.61 Million - $1.85 Million
19,903 Added 4.28%
485,023 $45.1 Million
Q4 2023

Feb 28, 2024
BUY
$74.46 - $86.21 $1.2 Million - $1.38 Million
16,060 Added 3.58%
465,120 $39.8 Million
Q3 2023

Nov 22, 2023
BUY
$77.84 - $85.72 $33.3 Million - $36.6 Million
427,312 Added 1964.83%
449,060 $35.3 Million
Q2 2023

Aug 14, 2023
BUY
$75.02 - $82.87 $1.11 Million - $1.22 Million
14,773 Added 211.8%
21,748 $1.8 Million
Q1 2023

Jun 05, 2023
BUY
$75.51 - $85.21 $526,682 - $594,339
6,975 New
6,975 $562,000
Q4 2022

Jun 12, 2023
SELL
$68.18 - $83.76 $294,946 - $362,345
-4,326 Reduced 62.02%
2,649 $205,000
Q2 2022

Aug 11, 2022
BUY
$73.54 - $90.55 $185,467 - $228,367
2,522 Added 192.08%
3,835 $282,000
Q1 2022

May 20, 2022
SELL
$79.77 - $90.53 $75,063 - $85,188
-941 Reduced 41.75%
1,313 $116,000
Q4 2021

Feb 17, 2022
BUY
$80.02 - $90.61 $180,365 - $204,234
2,254 New
2,254 $204,000

Others Institutions Holding XLB

# of Institutions
956
Shares Held
62.1M
Call Options Held
9.93M
Put Options Held
12.9M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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