EP Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1540569
TORRANCE, CA
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$45,718,179
+$1,920,474 QoQ
Shares Held
899,433
+2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#21
of 293 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,718,179 | 899,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,797,705 | 876,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,276,028 | 910,166 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $74,946,186 | 853,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,961,978 | 802,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,583,504 | 755,687 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,314,414 | 729,554 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $59,832,321 | 677,526 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $45,053,786 | 485,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,786,364 | 465,120 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $35,273,663 | 449,060 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,802,256 | 21,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $562,603 | 6,975 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $205,774 | 2,649 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $282,256 | 3,835 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $115,740 | 1,313 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $204,234 | 2,254 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||