EP Wealth Advisors, LLC's ownership history for XLY

EP Wealth Advisors, LLC currently holds 374.5K shares with a market value of $44.7M. It started holding XLY on 2024-09-30. At its peak, it held 374.5K shares on 2025-12-31. Its highest holding value was $44.7M on 2025-12-31. At its lowest, it held 176.8K shares on 2025-03-31, with a value of $34.9M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 197.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 197.4K.