Ep Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 664,509 shares of XLP stock, worth $50.5 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
664,509
Previous 598,971 10.94%
Holding current value
$50.5 Million
Previous $45.5 Million 10.94%
% of portfolio
0.35%
Previous 0.38%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
65,538 Added 10.94%
664,509 $50.5 Million
Q1 2025

May 15, 2025
BUY
N/A
19,826 Added 3.42%
598,971 $45.5 Million
Q4 2024

Feb 13, 2025
BUY
N/A
12,213 Added 2.15%
579,145 $44 Million
Q3 2024

Nov 14, 2024
BUY
$76.04 - $76.04 $2.14 Million - $2.14 Million
28,178 Added 5.23%
566,932 $43.1 Million
Q2 2024

Aug 19, 2024
BUY
$73.08 - $78.4 $1.83 Million - $1.96 Million
25,017 Added 4.87%
538,754 $41.3 Million
Q1 2024

May 14, 2024
BUY
$71.59 - $76.36 $1.87 Million - $2 Million
26,158 Added 5.36%
513,737 $39.2 Million
Q4 2023

Feb 28, 2024
BUY
$66.22 - $72.3 $963,302 - $1.05 Million
14,547 Added 3.08%
487,579 $35.1 Million
Q3 2023

Nov 22, 2023
BUY
$68.8 - $76.1 $30.8 Million - $34.1 Million
447,749 Added 1770.95%
473,032 $32.5 Million
Q2 2023

Aug 14, 2023
SELL
$72.59 - $77.5 $11.4 Million - $12.2 Million
-156,834 Reduced 86.12%
25,283 $1.88 Million
Q1 2023

Jun 05, 2023
SELL
$71.11 - $75.78 $11.7 Million - $12.4 Million
-164,097 Reduced 47.4%
182,117 $13.6 Million
Q4 2022

Jun 12, 2023
BUY
$71.53 - $77.19 $15.9 Million - $17.1 Million
221,637 Added 121.7%
403,754 $30.1 Million
Q3 2022

Dec 02, 2022
BUY
N/A
20,848 Added 6.41%
346,214 $23.1 Million
Q2 2022

Aug 11, 2022
BUY
N/A
28,243 Added 9.51%
325,366 $23.5 Million
Q1 2022

May 20, 2022
BUY
N/A
293,542 Added 8197.21%
297,123 $22.5 Million
Q4 2021

Feb 17, 2022
BUY
N/A
464 Added 14.89%
3,581 $276,000
Q3 2021

Nov 23, 2021
SELL
N/A
-494 Reduced 13.68%
3,117 $215,000
Q3 2021

Nov 16, 2021
BUY
N/A
3,611 New
3,611 $215,000
Q1 2021

May 17, 2021
SELL
N/A
-1,648 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
N/A
1,648 New
1,648 $111,000

Others Institutions Holding XLP

# of Institutions
1,393
Shares Held
180M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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