Ep Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 176,834 shares of XLY stock, worth $39.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
176,834
Previous 178,664 1.02%
Holding current value
$39.6 Million
Previous $40.1 Million 12.89%
% of portfolio
0.29%
Previous 0.34%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$192.6 - $233.2 $352,458 - $426,756
-1,830 Reduced 1.02%
176,834 $34.9 Million
Q4 2024

Feb 13, 2025
BUY
$194.8 - $239.43 $309,537 - $380,454
1,589 Added 0.9%
178,664 $40.1 Million
Q3 2024

Nov 14, 2024
BUY
$170.05 - $200.86 $1.82 Million - $2.15 Million
10,681 Added 6.42%
177,075 $35.5 Million
Q2 2024

Aug 19, 2024
SELL
$169.76 - $184.45 $5.86 Million - $6.37 Million
-34,545 Reduced 17.19%
166,394 $30.4 Million
Q1 2024

May 14, 2024
BUY
$170.9 - $185.02 $17.4 Million - $18.9 Million
101,883 Added 102.85%
200,939 $37 Million
Q4 2023

Feb 28, 2024
BUY
$148.04 - $181.41 $2.16 Million - $2.64 Million
14,575 Added 17.25%
99,056 $17.7 Million
Q3 2023

Nov 22, 2023
BUY
$158.36 - $176.97 $13.1 Million - $14.6 Million
82,709 Added 4667.55%
84,481 $13.6 Million
Q2 2023

Aug 14, 2023
SELL
$143.54 - $169.81 $44 Million - $52 Million
-306,445 Reduced 99.43%
1,772 $300,000
Q1 2023

Jun 05, 2023
BUY
$128.39 - $156.16 $34.7 Million - $42.2 Million
270,138 Added 709.41%
308,217 $46.1 Million
Q4 2022

Jun 12, 2023
SELL
$126.26 - $147.57 $31.3 Million - $36.5 Million
-247,573 Reduced 80.32%
60,644 $7.83 Million
Q3 2022

Dec 02, 2022
SELL
$140.01 - $172.97 $2.77 Million - $3.43 Million
-19,813 Reduced 34.22%
38,079 $5.42 Million
Q2 2022

Aug 11, 2022
BUY
$134.63 - $189.39 $19,117 - $26,893
142 Added 0.25%
57,892 $7.96 Million
Q1 2022

May 20, 2022
BUY
$163.19 - $210.31 $4 Million - $5.16 Million
24,536 Added 73.87%
57,750 $10.7 Million
Q4 2021

Feb 17, 2022
BUY
$179.37 - $211.42 $197,307 - $232,562
1,100 Added 3.43%
33,214 $6.79 Million
Q3 2021

Nov 23, 2021
BUY
$175.93 - $185.89 $4.27 Million - $4.51 Million
24,273 Added 309.57%
32,114 $5.76 Million
Q3 2021

Nov 16, 2021
SELL
$175.93 - $185.89 $4.45 Million - $4.71 Million
-25,318 Reduced 76.35%
7,841 $5.76 Million
Q2 2021

Aug 24, 2021
BUY
$166.65 - $179.87 $68,493 - $73,926
411 Added 1.26%
33,159 $5.92 Million
Q1 2021

May 17, 2021
BUY
$155.83 - $173.21 $82,278 - $91,454
528 Added 1.64%
32,748 $5.5 Million
Q4 2020

Feb 18, 2021
SELL
$142.97 - $160.78 $252,056 - $283,455
-1,763 Reduced 5.19%
32,220 $5.18 Million
Q3 2020

Nov 17, 2020
SELL
$129.0 - $153.76 $400,287 - $477,117
-3,103 Reduced 8.37%
33,983 $5 Million
Q2 2020

Aug 14, 2020
SELL
$92.41 - $133.25 $230,932 - $332,991
-2,499 Reduced 6.31%
37,086 $4.74 Million
Q1 2020

May 18, 2020
SELL
$87.45 - $132.32 $5.94 Million - $8.99 Million
-67,956 Reduced 63.19%
39,585 $3.88 Million
Q4 2019

Feb 14, 2020
BUY
$117.45 - $126.06 $7.56 Million - $8.12 Million
64,399 Added 149.27%
107,541 $13.5 Million
Q3 2019

Nov 18, 2019
SELL
$119.52 - $123.67 $142,109 - $147,043
-1,189 Reduced 2.68%
43,142 $5.21 Million
Q2 2019

Aug 27, 2019
BUY
N/A
44,331 New
44,331 $5.28 Million
Q1 2019

May 20, 2019
SELL
N/A
-68,368 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
18,143 Added 36.12%
68,368 $6.77 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-148 Reduced 0.29%
50,225 $5.89 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-473 Reduced 0.93%
50,373 $5.51 Million
Q1 2018

May 15, 2018
BUY
N/A
48,022 Added 1700.5%
50,846 $5.15 Million
Q4 2017

Feb 15, 2018
BUY
N/A
2,824
2,824 $279,000

Others Institutions Holding XLY

# of Institutions
1,429
Shares Held
114M
Call Options Held
6.96M
Put Options Held
15.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email